Afrobloc

RIASEC Registered
Total AUM
$63.2K
Discretionary
$63.2K
100% of AUM
Avg account
$10.5K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
333243
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Afrobloc operates as a small, independent registered investment adviser organized as an LLC and focused on individual and family clients. The firm combines traditional wealth management services — financial planning and portfolio management for individuals and small businesses — with educational seminars and workshops. Its fee schedule is flexible, mixing percentage-of-AUM billing with hourly and fixed-fee arrangements. Afrobloc identifies as an active ESG investor, which suggests ESG considerations are incorporated into its investment selection or client recommendations.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Cash & Cash Equivalents 50%, Non-Exchange Traded Equities 30%, Exchange Traded Equities 20%50%
  • Cash & Cash Equivalents50%
  • Non-Exchange Traded Equities30%
  • Exchange Traded Equities20%

Contacts

1 of 1
  • Michael Howard

    Michael Howard

    OwnerCRD 8002476

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth