This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Pershing · SSG
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 26 clients, or 26 clients per representative. That equates to $717.0K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review 3A Financial Group, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- CRM
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full 3A Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
3A Financial Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.