This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-23-2011
- Office Locations
- 1
Office Locations
About 3A Financial Group, LLC
3A Financial Consulting provides fractional/virtual CFO services, accounting (including bookkeeping and tax planning), and HR support for startups and international companies establishing or expanding operations in the U.S. The firm works in close partnership with founders and capital-backed teams, delivering financial planning, cash management, compliance, and US expansion advisory, with CPAs/MBAs supporting clients from San Francisco, Denver, and Warsaw.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADWOWA F AFENYI-ANNAN
Chief Compliance Officer, Director, PRINCIPAL
- CRD
- #4592855
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,642,666 | -- |
| Total | $18,642,666 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing