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| Happy Holidays!! thanks for using AUM13F!! |
| Affiliated Financial Advisors Inc
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|---|---|
| CRD # | 108154 |
| SEC # | 801-57519 |
| CIK # | |
| AUM | $462.1 M (2025-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 414-476-4999 |
| Address | 2600 North Mayfair Rd Milwaukee, WI 53226 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 733 | 167.2 |
| (b) Individuals (high net worth individuals) | 141 | 294.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,129 | 462.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,129 | 462.1 |
| Total | 2,129 | 462.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 462.1 | |
| Total | 2,129 | 462.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vickerman Investment Advisors Inc
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|
WA | 0.5 |
|
Paradiem LLC
✚
|
LA | 0.5 |
|
Atomic Invest LLC
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|
NY | 0.5 |
|
Peterson Wealth Services Inc
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|
UT | 0.5 |
|
Chico Wealth RIA Inc
✚
|
CA | 0.5 |
|
HFG Wealth Management LLC
✚
|
TX | 0.5 |
|
Financial Plans & Strategies Inc
✚
|
IN | 0.5 |
|
Rosenblum Silverman Sutton SF Inc
✚
|
CA | 0.5 |
|
XCEL Wealth Management LLC
✚
|
FL | 0.5 |
|
Tactive Advisors LLC
✚
|
FL | 0.5 |