| Name | Title | Ownership | Since |
|---|---|---|---|
| Jared Charles Empey Control | Chief Compliance Officer | Under 5% | 2022 |
| Mallory Adams-Faulkner Control | Chief Operations Officer | Under 5% | 2022 |
| Martin Arthur Watkins Control | Founder/President | Over 75% | 2019 |
Association Financial Services Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
Association Financial Services Inc. reports 17 employees.
Association Financial Services Inc. is based in Salt Lake City, UT and has been SEC-registered since 2007.
Association Financial Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1935 Vine Street, Suite 120, Salt Lake City, UT 84121 |
| Phone | 801-274-1820 |
| Fax | 801-274-1821 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $138.8M |
| Non-discretionary | $935.7M |
| Total (RAUM) | $1.07B |