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Aaf Wealth Management, LLC

● SEC registered since 2012CRD 164646SEC# 801-76885Westborough, MA
Export (members)
Reg. AUM
$607.3M
Employees
9
Accounts
806
Location
Westborough, MA

Aaf Wealth Management, LLC assets under management

Aaf Wealth Management, LLC operates as an SEC-registered investment adviser based in Westborough, MA. The firm has been registered since 2012. It reports $607.3 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/aaf-wealth-managementView on SEC.gov ↗

Aaf Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Aafcpas, Inc. ControlManaging MemeberOver 75%2001
Andrew Edmund Hammond ControlChief Compliance OfficerUnder 5%2018

Frequently asked questions

How much does Aaf Wealth Management, LLC manage?

Aaf Wealth Management, LLC reports $607.3 million in regulatory assets under management on its Form ADV.

How many employees does Aaf Wealth Management, LLC have?

Aaf Wealth Management, LLC reports 9 employees.

Where is Aaf Wealth Management, LLC located?

Aaf Wealth Management, LLC is based in Westborough, MA and has been SEC-registered since 2012.

Does Aaf Wealth Management, LLC disclose fund performance?

Aaf Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Washington Street, Westborough, MA 01581
Phone508-366-9100
Fax508-366-9789
Office hours8:30a.m. - 5:30p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$461.7M
Non-discretionary$145.7M
Total (RAUM)$607.3M