Afp Advisory Services Inc is a large advisory firm based in Los Angeles. It manages $177.59 million of regulatory assets for 1,200 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.
Afp Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Afp Advisory Services Inc is $177.59 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Afp Advisory Services Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Elmo Curry has been acting as President since 1 Jun 1997. Jane Chun joined the executive team most recently as the Chief Compliance Officer.
The principal office where Afp Advisory Services Inc performs its advisory services is located at 11835 W Olympic Blvd, Los Angeles, CA 90064, which is also the mailing address of the firm. An additional office of the firm is in Redlands, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-475-5854 or by fax 310-207-1628. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.afpgroup.com.