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| Keyboard |
| Affiliated Financial Advisors Inc
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|
|---|---|
| CRD # | 108154 |
| SEC # | 801-57519 |
| CIK # | |
| AUM | 541.5 M (2026-02-27) |
| 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) | 720 | 169.9 |
| (b) Individuals (high net worth individuals) | 178 | 371.6 |
| (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 | 2,207 | 541.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,207 | 541.5 |
| Total | 2,207 | 541.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 541.5 | |
| Total | 2,207 | 541.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Frederick Financial Consultants LLC
✚
|
MD | 551.1 M |
|
IAS Wealth Management Inc
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|
TX | 549.0 M |
|
Wellington Shields & Co LLC
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NY | 546.0 M |
|
Oneascent Family Office LLC
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|
AL | 544.5 M |
|
Fountainhead Financial LLC
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|
IL | 543.2 M |
|
Lawrence W Kelly & Associates Inc
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|
CA | 540.1 M |
|
Black Knight Wealth Management LLC
✚
|
539.2 M | |
|
Robertson Investment Management
✚
|
TX | 534.1 M |
|
Jacksonville Wealth Management LLC
✚
|
FL | 533.5 M |
|
DST Wealth Management LLC
✚
|
CA | 532.1 M |