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APPLIED FINANCE ADVISORS, LLC
CRD 140054 · SEC 801-66461
17806 IH 10, SUITE 300, SAN ANTONIO, TX, 78257, United States
Phone
210-204-7479
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.05B
Discretionary AUM
$2.05B
Team
6 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $2.05B |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD