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AFFILIATED FINANCIAL ADVISORS INC
CRD 108154 · SEC 801-57519
2600 NORTH MAYFAIR RD., SUITE 200, MILWAUKEE, WI, 53226, United States
Phone
414-476-4999
Fax
414-476-4889
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$541.5M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 720 | $169.9M |
| High net worth individuals | 178 | $371.6M |
States served
AZ, CA, IL, MD, MA, MI, MN, NC, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD