| Name | Title | Ownership | Since |
|---|---|---|---|
| Pierre Ngoc Ngo Control | President And Chief Compliance Officer | Over 75% | 1997 |
Advanced Financial Strategies Inc reports $241.6 million in regulatory assets under management on its Form ADV.
Advanced Financial Strategies Inc reports 6 employees.
Advanced Financial Strategies Inc is based in Irvine, CA and has been SEC-registered since 2000.
Advanced Financial Strategies Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5 Hubble, Irvine, CA 92618 |
| Phone | 949-502-5333 |
| Fax | 949-502-6686 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $241.1M |
| Non-discretionary | $508K |
| Total (RAUM) | $241.6M |