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Last updated: January 21st, 2020. Data source: SEC filings.
Advanced Financial Strategies, federally registered in 2000, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Advanced Financial Strategies manages $171.2 million and provides investment advisory services for 159 clients (1:53 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||14|
|Percentage of Advisors Trusted||67%|
|Average Client Balance||$1,077,021|
|Total AUM||$171.2 million|
|Advisor / Client Ratio||1:53|
|Headquarters||5 Hubble Irvine, CA 92618|
|SEC Filings||Forms and Brochures (CRD # 108296)|
|State(s) Registered||CA, TX|