Affiliated Financial Advisors Inc
Affiliated Financial Advisors Inc is an SEC-registered mass-market adviser in Milwaukee, WI with $541.5M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Affiliated Financial Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108154, SEC 801-57519, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $541.5M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Milwaukee, WI
- Employees
- 4
- Clients
- 898
- CRD
- 108154
- Ownership
- SCHMIDLEY, GEORGE, MATTHEW
How much AUM does Affiliated Financial Advisors Inc have?
Affiliated Financial Advisors Inc reported $541.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Affiliated Financial Advisors Inc?
Disclosed owners and executives of Affiliated Financial Advisors Inc include SCHMIDLEY, GEORGE, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.