Investment adviser · CRD 110115

ADVISOR FINANCIAL SERVICES, LLP

Investment adviser filing (IA)

WOODSTOCK, GA, United States · Form ADV filed Feb 17, 2016

Regulatory AUM
$512M
Form ADV · Item 5.F
Client accounts
1,776
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
11
Investment advisory functions

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: Feb 17, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

302 CREEKSTONE RIDGE
WOODSTOCK, GA, 30188, United States

CRD 110115

Filing source

Form ADV 980126 · Feb 17, 2016 · 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.