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Advisors Financial Center, L.L.C. (Paramus)


Advisors Financial Center, L.L.C. is a large advisory firm based in Paramus. It manages $48 million of regulatory assets for 218 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Connecticut, Florida, Kentucky, New Jersey, and New York.

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Advisors Financial Center, L.L.C provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Advisors Financial Center, L.L.C: assets under management

The assets under management (AUM) of Advisors Financial Center, L.L.C. is $48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisors Financial Center, L.L.C. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Dated 8/7/1980 Martin Smithlne And Anne Lieberman As Trustees Trust Fbo David Jonathan Lieberman Passive investor 1 Dec 2002 25% - 50% 13-6785768
Dated 4/2/1985 Martin Smithlne And Anne Lieberman As Trustees Trust Fbo Jeremy Alan Lieberman Passive investor 1 Dec 2002 25% - 50% 22-6394852
Dated 8/7/1980 Martin Smithlne And Anne Lieberman As Trustees Trust Fbo Michael Steven Lieberman Passive owner 1 Dec 2002 25% - 50% 13-6785767

Based in Paramus

The principal office where Advisors Financial Center, L.L.C. performs its advisory services is located at West 115 Century Road, Paramus, NJ 07652, 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 201-986-1900 or by fax 201-986-0081. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.portfoliopartners.com.


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