Advanced Financial Strategists Inc
Firm details
- Headquarters
- ,
- CRD number
- 106463
- Website
- www.advancedfinancial.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.26%
- Individuals16.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Advanced Financial Strategists Inc. is a privately held corporate RIA that serves individual and family clients, with a particular focus on portfolio management for individuals and small businesses. Ownership is individual, and the firm operates under a fee model that combines a percentage of assets under management and fixed fees. It reports no active ESG investing program and is not registered as a multi-state adviser or pension consultant. The firm does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- State & Local Bonds4%
Contacts
1 of 1
John Holden
OwnerCRD 2006574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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