Afs Advisors, LLC is a large advisory firm based in Suwanee. It manages $3.01 billion of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Florida, Georgia, and South Carolina.
Afs Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Afs Advisors, LLC is $3.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2074% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Afs Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Afs Advisors is pension and profit sharing plans with 39 clients and $2.82 billion of assets under management. Among the 9 most similar advisory firms, Afs Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $2.97 billion for 203 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Afs Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Afs Advisors, LLC performs its advisory services is located at 1325 Satellite Boulevard, Suwanee, GA 30024 4651, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 678-473-0324 or by fax 770-299-1889. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at afsadvisors.com.