Advisor Financial Services, Inc.
Advisor Financial Services, Inc. is an SEC-registered mass-market adviser in Chatham, NY with $62.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Advisor Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118537, SEC 801-113326, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $62.6M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Chatham, NY
- Employees
- 2
- Clients
- 223
- CRD
- 118537
- Ownership
- LUCK, DAVID, CARL
How much AUM does Advisor Financial Services, Inc. have?
Advisor Financial Services, Inc. reported $62.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Advisor Financial Services, Inc.?
Disclosed owners and executives of Advisor Financial Services, Inc. include LUCK, DAVID, CARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.