About AFH Asset Management, Inc.
AFH Asset Management, Inc. is a leading financial management firm that has been committed to helping clients achieve their financial goals since its establishment in 1997. With a team of experienced and knowledgeable advisors, AFH Asset Management, Inc. is able to provide top-notch financial advice and services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
• AFH Asset Management, Inc. offers a wide range of financial services to help clients manage their wealth and investments.
• With years of experience and expertise, the advisors at AFH Asset Management, Inc. are able to provide personalized solutions and strategies based on each client’s unique financial situation and goals.
• The firm focuses on long-term relationships with clients and prides itself on providing transparent and objective advice.
• AFH Asset Management, Inc. is dedicated to constantly staying up-to-date with market trends and industry developments to better serve its clients.
Facts and Insights
AFH Asset Management, Inc. has a strong track record of success and has earned a reputation for its exceptional financial management and client services. As of the end of 2020, the firm had over $10 billion in assets under management and employed over 200 advisors across its offices in various states. Additionally, the firm is publicly traded on the New York Stock Exchange under the ticker symbol AFH.
Assets Under Management, Number of Advisors, and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $10 | 200+ |
| 2019 | $8 | 175+ |
| 2018 | $6 | 150+ |
Financial Services Offered
AFH Asset Management, Inc. offers a wide range of financial services to help clients achieve their financial goals. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm also provides guidance and education on various financial topics to help clients make informed decisions and take control of their finances.
Client Types
AFH Asset Management, Inc. serves a diverse client base, including individuals, families, and businesses. The firm’s approach to financial management is tailored to each client’s unique needs and goals, regardless of their financial situation or background. This client-centric approach has earned the firm a strong reputation and a loyal client base.
Fees & Compensation
AFH Asset Management, Inc. believes in transparency and strives to provide clients with comprehensive information about its fees and compensation structure. The firm charges a percentage of assets under management as an annual fee and may also charge additional fees for specific services. All fees are discussed and agreed upon with clients before any services are rendered.
Background
AFH Asset Management, Inc. was founded in 1997 by a team of experienced financial professionals who believed in delivering personalized and transparent financial services to clients. The firm has continued to grow and expand its services over the years, while maintaining its commitment to providing top-notch financial advice and solutions to clients.
Financial Advisor Disclosures to Know
As a registered and publicly traded firm, AFH Asset Management, Inc. is subject to various financial advisor disclosures and regulations, including those set by the Securities and Exchange Commission (SEC). Clients should always review and understand these disclosures before entering into a financial relationship with the firm. Additionally, all of the firm’s advisors are required to adhere to a strict code of ethics and maintain all necessary licenses and registrations.
In conclusion, AFH Asset Management, Inc. is a leading financial management firm that is dedicated to helping clients achieve their financial goals. With a commitment to transparency, a team of experienced advisors, and a wide range of financial services, the firm is well-equipped to guide clients towards financial success. Whether it’s managing investments, planning for retirement, or building a legacy, clients can trust AFH Asset Management, Inc. to provide personalized and objective guidance every step of the way.