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FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
CRD 109036 · SEC 801-56587
5475 MARK DABLING BOULEVARD, SUITE 320, COLORADO SPRINGS, CO, 80918, United States
Phone
719-478-7036
Fax
720-836-6401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$905.2M
Discretionary AUM
$715.9M
Team
23 total employees; 12 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 995 | $486.4M |
| High net worth individuals | 1280 | $400.4M |
| Pension/profit sharing plans | 14 | $4.6M |
| Charitable organizations | 23 | $9.0M |
| Corporations/business entities | 15 | $4.8M |
States served
AZ, CA, CO, DC, ID, IL, IN, KS, ME, MD, MA, MI, MT, NJ, NM, NY, NC, OH, OR, PA, VA, WI, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD