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ADVANCED FINANCIAL STRATEGIES INC
CRD 108296 · SEC 801-57835
5 HUBBLE, IRVINE, CA, 92618, United States
Phone
949-502-5333
Fax
949-502-6686
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.7M
Discretionary AUM
$251.2M
Team
6 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersBUSINESS PLANNING SERVICES, ESTATE PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $10.4M |
| High net worth individuals | 89 | $236.1M |
| Pension/profit sharing plans | 8 | $2.2M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD