Investment adviser · CRD 156180
AFS ADVISORS, LLC
Investment adviser filing (IA)
SUWANEE, GA, United States · Form ADV filed Oct 21, 2021
- Regulatory AUM
- $4.63B Form ADV · Item 5.F
- Client accounts
- 230 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 40 | $4,332,752,060 | 93.6% |
| High-net-worth individuals | 68 | $191,914,345 | 4.1% |
| Other clients | Fewer than 5 | $48,280,351 | 1.0% |
| Individuals | 117 | $36,563,559 | 0.8% |
| Charities | Fewer than 5 | $18,983,766 | 0.4% |
Filing source
Form ADV 1572759 · Oct 21, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Oct 21, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1325 SATELLITE BOULEVARD, BUILDING 1300, SUITE 1301SUWANEE, GA, 30024-4651, United States
CRD 156180
Filing source
Form ADV 1572759 · Oct 21, 2021 · 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.