1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ADVANCED FINANCIAL STRATEGIES INC

Map pinIRVINE, CA
Phone949-502-5333
NotebookSEC #801-57835
Total AUM
$251.7M
Employees
6
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 HUBBLE
IRVINE
CA 92618
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
949-502-5333

ReceiptFinancials

Total AUM
$251.7M
Accounts
388
Discretionary
$251.2M
Accounts
381
Non-Discretionary
$521.9K
Accounts
7

ContactClients

View more in analytics →

Individual Clients
48
AUM
$10.4M
HNW Individual Clients
89
AUM
$236.1M
Pension/Profit Sharing Plan Clients
8
AUM
$2.2M
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS PLANNING SERVICES, ESTATE PLANNING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account