ATHLETES FINANCIAL ADVISERS, LLC

Overview

Athletes Financial Advisers, LLC is an independent registered investment adviser that serves individual and family clients with an emphasis on discretionary portfolio management and financial planning. The firm combines advisory services with insurance brokerage and accounting capabilities, and it also offers educational seminars, publishes client communications and selects third-party advisers on behalf of clients. Fee arrangements include a percentage of assets under management and fixed-fee engagements. Filings show the firm operates as a capital allocator—meaning it constructs portfolios that include externally managed products and allocates to specialist managers when appropriate. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices