First Affirmative Financial Network LLC

RIASEC Registered

Total AUM

$905M

Discretionary

$716M

79% of AUM

Avg account

$389K

Accounts

2,327

Employees

Advisory reps

Firm details

Headquarters: Colorado Springs, Colorado
CRD number: 109036
Registered since: June 7, 1999
Website: www.formativefinancial.com
Custodians: CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals53.73%
HNWI44.24%
Charitable Organizations1%
Corporations / Businesses0.53%
Pension & Profit Sharing Plans0.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

First Affirmative Financial Network LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 1999. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, combining fee models that include a percentage of assets under management, hourly charges, and fixed fees. Its advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, selection of external advisers, and investor education through periodicals and seminars. The firm identifies as an active ESG investor and maintains an industry affiliation with an insurance company.