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Building 2FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Map pinCOLORADO SPRINGS, CO
Phone719-478-7036
NotebookSEC #801-56587
Total AUM
$905.2M
Employees
23
Clients
2,327

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5475 MARK DABLING BOULEVARD
SUITE 320
COLORADO SPRINGS
CO 80918
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
719-478-7036
Other Offices
9

ReceiptFinancials

Total AUM
$905.2M
Accounts
2,327
Discretionary
$715.9M
Accounts
2,254
Non-Discretionary
$189.3M
Accounts
73

ContactClients

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Individual Clients
995
AUM
$486.4M
HNW Individual Clients
1,280
AUM
$400.4M
Pension/Profit Sharing Plan Clients
14
AUM
$4.6M
Charitable Organization Clients
23
AUM
$9M
Corporation or Business Clients
15
AUM
$4.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLIDILINKSMAMDMEMIMOMTNCNJNMNYOHORPATXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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