Affluence
RIASEC Registered
Total AUM
$200K
Discretionary
$200K
100% of AUM
Avg account
$40.1K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 339023
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Affluence operates as a privately held limited liability company focused on financial planning and portfolio management for individuals and small businesses. The firm charges clients either a percentage of assets under management or fixed fees. Its filing indicates an active approach to ESG investing. The record does not specify the year the firm registered with the SEC. Affluence is categorized as an individual-owned adviser and does not identify itself as a capital allocator, pension consultant, or related adviser.
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
- Public Funds/Mutual Funds60%
- Cash & Cash Equivalents39%
- Exchange Traded Equities1%
Contacts
1 of 1
Justin McBryan
Co-FounderCRD 8172664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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