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. 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • JOSEPH ACCARDO

    Financial AdvisorCRD 2649153

  • SVETLANA FAYNBLUT

    Financial AdvisorCRD 2581056

  • DAVID AGHAI

    BrokerCRD 4162945

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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