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ADVANCED FINANCIAL SOLUTIONS, INC.
CRD 121538 · SEC 801-70973
4700 N. CLOVERDALE RD, SUITE #101, BOISE, ID, 83713-1081, United States
Phone
208-376-0091
Fax
208-376-0092
Registration
— (—)
Source
State registered
Total AUM
$16.7M
Discretionary AUM
$16.7M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $8.3M |
| High net worth individuals | 12 | $6.1M |
All web addresses on file
Official SEC filing: View on IAPD