AFS WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- CHESTER, Vermont
- CRD number
- 323315
- Website
- www.afswealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals51.01%
- HNWI48.29%
- Charitable Organizations0.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
AFS Wealth Management LLC is a small, privately owned advisory firm organized as an LLC and owned by an individual. The firm provides fee-based portfolio management primarily for individual and family clients and small businesses, and it also works with some institutional accounts. Compensation is a mix of AUM-based fees and hourly charges. The firm does not identify as an active ESG investor, is not flagged as a multi-state adviser, and is not presented as a pension consultant or related adviser in the source data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- US Government Bonds20%
- Exchange Traded Equities18%
- Cash & Cash Equivalents1%
Contacts
1 of 1Hudsen Hagland
Service AdvisorCRD 7295419
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHESTER, VT
WINDSOR
Location
CHESTER, VT
Headquartered in CHESTER, VT, in the Northeast of the United States.
- Region
- Northeast
- County
- WINDSOR
- Address
- 288 Depot St
- Time zone
- ET (UTC-5)
- Office locations
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