AFH Asset Management, Inc.
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
FINTRXOverview
Afh Asset Management, Inc. operates as a corporation and engages in various financial services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm acts as a registered representative of a broker-dealer and also functions as an insurance broker. It allocates capital and selects other advisers to enhance its investment offerings. While the firm does not focus on ESG investments, it maintains a diverse approach to asset management through its use of mutual funds and third-party external alternative investment asset managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Joseph Accardo
Financial AdvisorCRD 2649153
Svetlana Faynblut
Financial AdvisorCRD 2581056
David Aghai
BrokerCRD 4162945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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