ASSOCIATION FINANCIAL SERVICES, LLC

Overview

Association Financial Services, LLC operates as a small, independent registered investment adviser serving individual and family clients. The firm emphasizes equity exposure and direct portfolio management for individuals and small businesses while offering financial planning, selection of outside advisers, and client education through seminars and workshops. As a capital allocator, the firm places client assets into both public markets and third‑party alternative managers; it charges clients via percentage of AUM, hourly fees and fixed fees. The firm’s investment tilt is decidedly toward exchange‑traded equities, which make up the bulk of its managed assets. At the same time, Association Financial Services uses third‑party vehicles for alternative exposures — hedge funds, real estate, commodities and oil & gas — to complement public equity strategies and potentially provide diversification and income-oriented opportunities for clients. Insurance relationships support annuity solutions, and mutual funds remain part of the liquid sleeve of portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices