ADVANCED FINANCIAL STRATEGIES INC
SEC Form ADV profile.
Total regulatory AUM
$251,748,030
Discretionary
$251,226,106
Non-discretionary
$521,924
Firm details
- CRD number
- 108296
- SEC file number
- 801-57835
- Main office
- IRVINE, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.AFSPLANNING.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.