ADVISORY FINANCIAL SERVICES LLC

Overview

Advisory Financial Services LLC is a small, individual-owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates with a mixed revenue model — charging a percentage of assets under management, hourly fees and accepting commissions — and also provides insurance brokerage and accounting-related financial product services. Investment activity is conservative by design: the firm shows a clear preference for fixed-income instruments, especially U.S. government securities, and manages client relationships primarily on a non-discretionary basis. Advisory Financial Services LLC does not present itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices