Investment adviser · CRD 121538

ADVANCED FINANCIAL SOLUTIONS, INC.

Investment adviser filing (IA)

BOISE, ID, United States · Form ADV filed Apr 3, 2012

Regulatory AUM
$12.5M
Form ADV · Item 5.F
Client accounts
255
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 3, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4700 N. CLOVERDALE RD, SUITE 205
BOISE, ID, 83713-1081, United States

CRD 121538

Filing source

Form ADV 634724 · Apr 3, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.