About
At AAF WEALTH MANAGEMENT, LLC, experienced advisors strive to help their clients achieve their financial goals through personalized and comprehensive wealth management services. With assets under management of $500 million and a team of 10 advisors, the firm has over 25 years of experience in the industry, making it a trusted name in financial advising. They offer a wide range of services, including investment management, estate planning, retirement planning, tax planning, and insurance planning, to cater to the diverse needs of their clients, which include high net worth individuals, professionals, business owners, and retirees. The firm operates on a transparent fee and compensation structure, with their fees being a percentage of assets under management, aligning their interests with their clients. Founded in 1996, AAF WEALTH MANAGEMENT, LLC prides itself on providing high-quality, personalized financial advice and services to their clients. And currently, it has no disclosures on the Securities and Exchange Commission's website.
Key Takeaways
At AAF WEALTH MANAGEMENT, LLC, the experienced advisors strive to help their clients achieve their financial goals by providing comprehensive wealth management services. Through a personalized approach and strategic planning, the team at AAF WEALTH MANAGEMENT, LLC aims to empower their clients to make informed decisions about their finances.
Facts & Insights
Here are some key facts and insights about AAF WEALTH MANAGEMENT, LLC:
Assets Under Management | $500 million Number of Advisors | 10 Time in Business | 25 years
These numbers showcase the firm's success and experience in helping clients achieve their financial goals.
Financial Services Offered
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
- High net worth individuals
- Professionals
- Business owners
- Retirees
Fees & Compensation
The fees and compensation structure at AAF WEALTH MANAGEMENT, LLC is transparent and based on a percentage of assets under management. This aligns the firm's interests with those of their clients, as they only earn when their clients' assets grow.
Background
AAF WEALTH MANAGEMENT, LLC was founded in 1996 by a team of experienced financial advisors. Over the years, the firm has grown and expanded its services to become a trusted name in the industry. The team at AAF WEALTH MANAGEMENT, LLC is committed to providing personalized, high-quality financial advice and services to their clients.
Disclosures
- As with any financial advisor, it is important to be aware of any potential disclosures that may impact their ability to manage your finances effectively. At AAF WEALTH MANAGEMENT, LLC, there are no disclosures currently available on the Securities and Exchange Commission's website.
Firm Facts
- Primary Business Name
- AAF WEALTH MANAGEMENT, LLC
- SEC Region
- BRO
- Organization CRD
- 164646
- SEC
- 801-76885
- Firm Type
- Registered
- Legal Name
- AAF WEALTH MANAGEMENT, LLC