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Building 2ADVANCED FINANCIAL SOLUTIONS, INC.

Map pinBOISE, ID
Phone208-376-0091
NotebookSEC #801-70973
Total AUM
$12.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4700 N. CLOVERDALE RD
SUITE 205
BOISE
ID 83713-1081
United States
Operating Hours
9:30AM - 5:00PM (MST)
Monday - Friday
Phone
208-376-0091

ReceiptFinancials

Total AUM
$12.5M
Accounts
255
Discretionary
$10M
Accounts
146
Non-Discretionary
$2.5M
Accounts
109

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ID

HandshakeAffiliates

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

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