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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Association Financial Services Inc
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| CRD # | 142205 |
| SEC # | 801-68446 |
| CIK # | |
| AUM | $1.1 B (2025-03-23) |
| Employees | 17 (41% Investors, 0% Brokers) |
| Phone | 801-274-1820 |
| Address | 1935 Vine Street, Suite 120 Salt Lake City, UT 84121 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 598 | 0.2 |
| (b) Individuals (high net worth individuals) | 219 | 0.7 |
| (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 | 10 | 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 | 119 | 0.2 |
| Total | 2,635 | 1.1 |
| By Discretionary | ||
| Discretionary | 91 | 0.1 |
| Non-Discretionary | 2,544 | 0.9 |
| Total | 2,635 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 2,635 | 1.1 |
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|---|---|---|
|
Arbor Investment Advisors LLC
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|
NC | 1.1 |
|
Hengehold Capital Management LLC
✚
|
OH | 1.1 |
|
Graves Light Lenhart Wealth Inc
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VA | 1.1 |
|
Wealthshield Partners LLC
✚
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NC | 1.1 |
|
Ullmann Wealth Partners Group LLC
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FL | 1.1 |
|
Vision Capital Management Inc
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OR | 1.1 |
|
Live Oak Private Wealth LLC
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|
NC | 1.1 |
|
Hamilton Point Investment Advisors LLC
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|
NC | 1.1 |
|
Souders Financial Advisors LLC
✚
|
OH | 1.1 |
|
Brookwood Investment Group LLC
✚
|
AZ | 1.1 |