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. 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3David Aghai
BrokerCRD 4162945
Svetlana Faynblut
Financial AdvisorCRD 2581056
Joseph Accardo
Financial AdvisorCRD 2649153
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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