AFS FINANCIAL GROUP, LLC
Latest filing: Mar 28, 2024 (476 days ago)
AUM
$244,851,443
-44% change vs. 1 year ago
-40% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
8
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BETHESDA, MD
7700 OLD GEORGETOWN RD., BETHESDA, MD, UNITED STATES, 20814
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 197 | $0.1 |
| Average Individual AUM | $376,545 | |
| HNW | 71 | $0.2 |
| Average HNW AUM | $2,284,414 | |
| Retail Total | 268 | $0.2 |
| Average Retail AUM | $881,988 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 15% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 71% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 9% | $0.0 |
| Other | 0% | $0.0 |
| Total | 98% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AFS 401K RETIREMENT SERVICES LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DANIEL KUPER | BETHESDA | MD | S66|2019-09-16 | ||||||
| JASON DAHL | BETHESDA | MD | S63|2005-03-05 | CERTIFIED FINANCIAL PLANNER | |||||
| CHRISTOPHER VANDERKOLK | BETHESDA | MD | S63|2004-07-20|S66|2014-06-18 | CHARTERED FINANCIAL ANALYST | |||||
| OLIVIA DEMISSIE | BETHESDA | MD | S66|2023-04-29 | ||||||
| ALP ATABEK | BETHESDA | MD | S63|1988-08-09|S66|2001-01-30 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MD, CA-02/14/2020, CO-08/26/2022, DC-02/21/2020, FL-02/14/2020, MD-02/14/2020, NC-02/14/2020, NH-06/16/2020, NJ-05/17/2022, NY-02/14/2020, PA-02/14/2020, TX-01/25/2021, VA-02/14/2020, WV-06/16/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV