Advanced Financial Strategies Inc
Advanced Financial Strategies Inc is an SEC-registered wealth manager in Irvine, CA with $251.7M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Advanced Financial Strategies Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108296, SEC 801-57835, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $251.7M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Irvine, CA
- Employees
- 6
- Clients
- 145
- CRD
- 108296
- Ownership
- NGO, PIERRE, NGOC; ASPEN ADVISORY GROUP, INC.; ABREGOV, ASLAN, HASAN; PAPRINO, CRAIG, ANTHONY; STEINHAUS, CURTIS, MARTIN
How much AUM does Advanced Financial Strategies Inc have?
Advanced Financial Strategies Inc reported $251.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Advanced Financial Strategies Inc?
Disclosed owners and executives of Advanced Financial Strategies Inc include NGO, PIERRE, NGOC, ASPEN ADVISORY GROUP, INC., ABREGOV, ASLAN, HASAN, PAPRINO, CRAIG, ANTHONY, STEINHAUS, CURTIS, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.