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Building 2AFA ADVISOR SERVICES LLC

Map pinCALABASAS, CA
Phone818-708-0111
NotebookSEC #801-62533
Total AUM
$205.3M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26637 WEST AGOURA ROAD
SUITE 100
CALABASAS
CA 91302
United States
Operating Hours
7:30 AM - 4:30 PM PST
Monday - Friday
Phone
818-708-0111

ReceiptFinancials

Total AUM
$205.3M
Accounts
986
Discretionary
$141.6M
Accounts
800
Non-Discretionary
$63.8M
Accounts
186

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement Finding
State Registrations
AZCAFLIDILMIMSNCNJNMNVNYOHOKORPATNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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