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| Happy Holidays!! thanks for using AUM13F!! |
| Advanced Financial Strategies Inc
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|---|---|
| CRD # | 108296 |
| SEC # | 801-57835 |
| CIK # | |
| AUM | $241.6 M (2025-03-31) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 949-502-5333 |
| Address | 5 Hubble Irvine, CA 92618 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 9.2 |
| (b) Individuals (high net worth individuals) | 92 | 230.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 404 | 241.6 |
| By Discretionary | ||
| Discretionary | 397 | 241.1 |
| Non-Discretionary | 7 | 0.5 |
| Total | 404 | 241.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.6 | |
| Total | 404 | 241.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Independence LLC
✚
|
RI | 0.2 |
|
Palisades Investment Partners LLC
✚
|
CA | 0.2 |
|
Farrow Financial Inc
✚
|
VT | 0.2 |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Oak Advisors LLC
✚
|
SC | 0.2 |
|
Richmond Brothers Inc
✚
|
MI | 0.2 |
|
Uhlmann Investment Management LLC
✚
|
IL | 0.2 |
|
Viawealth LLC
✚
|
KS | 0.2 |
|
RCS Financial Planning LLC
✚
|
MD | 0.2 |
|
Mendel Capital Management LLC
✚
|
AR | 0.2 |