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Affiliated Financial Advisors Inc

● SEC registered since 2000CRD 108154SEC# 801-57519Milwaukee, WI
Export (members)
Reg. AUM
$462.1M
Employees
4
Accounts
2,129
Location
Milwaukee, WI

Affiliated Financial Advisors Inc assets under management

Affiliated Financial Advisors Inc operates as an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 2000. It reports $462.1 million in regulatory assets under management and employs 4 people.

Affiliated Financial Advisors Inc owners & executives

1 reported
NameTitleOwnershipSince
George Matthew Schmidley ControlDirector, President, Ceo And Chief Compliance OfficerOver 75%1992

Frequently asked questions

How much does Affiliated Financial Advisors Inc manage?

Affiliated Financial Advisors Inc reports $462.1 million in regulatory assets under management on its Form ADV.

How many employees does Affiliated Financial Advisors Inc have?

Affiliated Financial Advisors Inc reports 4 employees.

Where is Affiliated Financial Advisors Inc located?

Affiliated Financial Advisors Inc is based in Milwaukee, WI and has been SEC-registered since 2000.

Does Affiliated Financial Advisors Inc disclose fund performance?

Affiliated Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2600 North Mayfair Rd., Suite 200, Milwaukee, WI 53226
Phone414-476-4999
Fax414-476-4889
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$462.1M
Total (RAUM)$462.1M