AFH Asset Management, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Beverly Hills, California
CRD number
118805
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

AFH Asset Management, Inc. is organized as a corporation with individual ownership and is identified in the dataset as a capital allocator. Its business model combines advisory services with broker-dealer and insurance intermediary activities: the firm operates as a registered representative of a broker-dealer and as an insurance broker while providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm uses a mixed fee approach that includes a percentage-of-assets-under-management component alongside fixed fees and commission-based charges. The dataset indicates AFH Asset Management, Inc. does not position itself as an active ESG investor and is not recorded as a multi-state adviser or a newly formed adviser. The firm’s internal classification is listed as unclassified.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Joseph Accardo

    Financial AdvisorCRD 2649153

  • Svetlana Faynblut

    Financial AdvisorCRD 2581056

  • David Aghai

    BrokerCRD 4162945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly Hills, CA

Los Angeles

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
8383 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth