|
⚲
|
| Keyboard |
| Association Financial Services Inc
✚
|
|
|---|---|
| CRD # | 142205 |
| SEC # | 801-68446 |
| CIK # | |
| AUM | 1,265.6 M (2026-03-06) |
| Employees | 19 (53% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 584 | 0.2 |
| (b) Individuals (high net worth individuals) | 259 | 0.9 |
| (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 | 11 | 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 | 121 | 0.2 |
| Total | 2,829 | 1.3 |
| By Discretionary | ||
| Discretionary | 77 | 0.1 |
| Non-Discretionary | 2,752 | 1.1 |
| Total | 2,829 | 1.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.3 | |
| Total | 2,829 | 1.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 21 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Triangle Securities Wealth Management Inc
✚
|
NC | 1,290.7 M |
|
Arbor Investment Advisors LLC
✚
|
NC | 1,288.4 M |
|
Obsidian CIO LLC
✚
|
NY | 1,284.0 M |
|
Paul Winkler Inc
✚
|
TN | 1,275.4 M |
|
Armstrong Fleming & Moore Inc
✚
|
DC | 1,272.7 M |
|
Granite Bay Wealth Management LLC
✚
|
NH | 1,269.6 M |
|
Ullmann Wealth Partners Group LLC
✚
|
FL | 1,254.2 M |
|
Brookwood Investment Group LLC
✚
|
AZ | 1,252.4 M |
|
Northwest Financial Advisors LLC
✚
|
VA | 1,244.0 M |
|
KPP Advisory Services LLC
✚
|
KY | 1,241.0 M |