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AFS INVESTMENTS
ANDRADE FINANCIAL SERVICES, INC.
CRD 163928
200 N BROADWAY AVE, SUITE E, TURLOCK, CA, 95380, United States
Phone
916-987-7335
Fax
209-279-2584
Registration
— (—)
Source
State registered
Total AUM
$56.5M
Discretionary AUM
$31.3M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES CHARGED BY OTHER INVESTMENT ADIVSORS
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPORTFOLIO MONITORING/CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $27.8M |
| High net worth individuals | 124 | $27.0M |
All web addresses on file
Official SEC filing: View on IAPD