Afc Tax And Accounting Services, Inc. (Lakewood)

Name: Afc Tax And Accounting Services, Inc.
Address: 900 South Kipling Parkway, Lakewood, CO, 80226
Telephone: 303-989-5900

Afc Tax And Accounting Services, Inc. is a large advisory firm based in Lakewood. It manages $51.42 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Nebraska and Texas.

Afc Tax And Accounting Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Afc Tax And Accounting Services: assets under management

The assets under management (AUM) of Afc Tax And Accounting Services, Inc. is $51.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $352.21 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Afc Tax And Accounting Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Afc Tax And Accounting Services, Inc.

Afc Tax And Accounting Services, Inc. is owned by Andrew David Carpinelli. Matthew Quinn Carpinelli has been acting as President since 1 Aug 2002. Barbara M Carpinelli joined the executive team most recently as the Owner & Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barbara M Carpinelli	Owner & secretary	1 Aug 2002	75% - 100%	4588058
Matthew Quinn Carpinelli	President	1 Aug 2002	Other	3084304
Andrew David Carpinelli	Owner	1 Mar 2007	25% - 50%	4882201

Based in Lakewood

The principal office where Afc Tax And Accounting Services, Inc. performs its advisory services is located at 900 South Kipling Parkway, Lakewood, CO 80226, which is also the mailing address of the firm. An additional office of the firm is in Evergreen, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-989-5900 or by fax 303-986-3973. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at afcgroup.com.