FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIASEC RegisteredEst. 1999

Total AUM

$905M

Discretionary

$716M

79% of AUM

Avg account

$389K

Accounts

2,327

Employees

Advisory reps

Firm details

Headquarters: COLORADO SPRINGS, Colorado
CRD number: 109036
Registered since: June 7, 1999
Website: www.formativefinancial.com
Custodians: CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals53.73%
HNWI44.24%
Charitable Organizations1%
Corporations / Businesses0.53%
Pension & Profit Sharing Plans0.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

First Affirmative Financial Network LLC is an independent registered investment adviser organized as an LLC and operating since its 1999 SEC registration. The firm serves both individual/family and institutional clients and describes itself as a capital allocator, sourcing and allocating third‑party managers and funds alongside more traditional portfolio management. Its fee arrangements include asset‑based fees, hourly charges and fixed fees. Advisory services span financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, plus client education through published newsletters and seminars. The firm identifies itself as an active ESG investor, and its public equity holdings include thematic ESG vehicles. An insurance company is listed among the firm’s industry affiliations.