|
⚲
|
| Keyboard |
| Advisor Financial Services Inc
✚
|
|
|---|---|
| CRD # | 118537 |
| SEC # | 801-113326 |
| CIK # | |
| AUM | 62.6 M (2026-04-01) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 518-392-3400 |
| Address | 1 Taconic Pl Chatham, NY 12037 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 24.5 |
| (b) Individuals (high net worth individuals) | 38 | 38.0 |
| (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 | 1 | 0.1 |
| (h) Charitable organizations | 1 | 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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 435 | 62.6 |
| By Discretionary | ||
| Discretionary | 435 | 62.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 435 | 62.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 62.6 | |
| Total | 435 | 62.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Forever Financial Advisors LLC
✚
|
72.2 M | |
|
HV Capital Management LLC
✚
|
NY | 71.5 M |
|
Canterbury Investment Management LLC
✚
|
IN | 69.8 M |
|
Shield Wealth Advisors LLC
✚
|
NY | 68.4 M |
|
RCM Robinson Capital Management LLC
✚
|
CA | 61.8 M |
|
Collective Wealth Partners LLC
✚
|
GA | 59.9 M |
|
Quantel Asset Management LLC
✚
|
NY | 59.7 M |
|
Capital Insights Group of WNY LLC
✚
|
NY | 58.6 M |
|
Moment Advisors LLC
✚
|
NY | 56.3 M |
|
Your Financial Pharmacist Planning LLC
✚
|
OH | 53.2 M |