Advanced Financial Strategies

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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.


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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 14
Percentage of Advisors Trusted 67%
Minimum Investment $250,000
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


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