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Building 2AFFILIATED FINANCIAL ADVISORS INC

Map pinMILWAUKEE, WI
Phone414-476-4999
NotebookSEC #801-57519
Total AUM
$541.5M
Employees
4
Clients
898

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 NORTH MAYFAIR RD.
SUITE 200
MILWAUKEE
WI 53226
United States
Operating Hours
8:30A.M. - 5:00P.M.
Monday - Friday
Phone
414-476-4999

ReceiptFinancials

Total AUM
$541.5M
Accounts
2,207
Discretionary
$0
Accounts
0
Non-Discretionary
$541.5M
Accounts
2,207

ContactClients

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Individual Clients
720
AUM
$169.9M
HNW Individual Clients
178
AUM
$371.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMAMDMIMNNCNHTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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