Advanced Financial Strategies Inc

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Assets, Funds, Holdings

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CAFR Data
Advanced Financial Strategies Inc
CRD #108296
SEC #801-57835
CIK #
AUM $208.2 MM (98% Disc, 100% US, 2020-03-31)
Employees4 (100% Investors, 25% Brokers)
Phone949-502-5333
Address5 Hubble
Irvine, CA 92618
Source [IAPD] [Website]
Total AUM ($MM)
210168126844201999200620132021
Comparable Firms State AUM ($BB)
BNY Investment Center Inc
NY 0.2
Laurel Wealth Planning LLC
MN 0.2
EPIQ Partners LLC
MN 0.2
Websterrogers Financial Advisors LLC
SC 0.2
Banyan Global Investment Advisors LLC
FL 0.2
Brooks Moore & Associates Inc
TN 0.2
JGHendricks Financial Services LLC
IL 0.2
JVL Associates LLC
MI 0.2
Gray Capital Management LLC
MA 0.2
Lexington/Bridgewater Wealth Management LLC
MA 0.2
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