Afba 5 Star Investment Management Company is an adviser based in Alexandria. It manages $175 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Virginia.
Afba 5 Star Investment Management Company provides portfolio management for investment companies. 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 Afba 5 Star Investment Management Company is $175 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Afba 5 Star Investment Management Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
George Catchett Lynch has been acting as President since 1 Jan 1997. Maureen Bernadette Scanlon joined the executive team most recently as the Vice President & Controller.
The principal office where Afba 5 Star Investment Management Company performs its advisory services is located at 909 North Washington Street, Alexandria, VA 22314, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 703-706-5975 or by fax 703-224-0214. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.afba.com.