A
CRD: 165505
Advanced Financial Analysis, LLC
Fleming Island, FL
4102793250
$5.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-15-2012
- Office Locations
- 1
Office Locations
-- Fleming Island FL
About Advanced Financial Analysis, LLC
Advanced Financial Analysis, LLC is a Fleming Island-based RIA. The firm has been operating for 13 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
65 AVG AGE
$5.3M AVG AUM / ADVISOR
$484.0K AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Capital delta Summit peak
Investment Themes
Radial Insight
Investment Vehicles
Momentum
Services
Pioneer Catalyst glacier Bridge Capital harbor Value beacon Ember Harbor horizon
Owner & Executives
D
DAVID ALDEN CRONEY
Chief Compliance Officer, Managing Member
- CRD
- #1281734
- Ownership
- 75% or more
(838) 683-8845
vital.summit@vitalcapital.com
in linkedin.com/in/momentum-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,324,373 | -- |
| Total | $5,324,373 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,324,373
Equity - Exchange:
29.2% Public Funds:
31.7% Corporate - Investment Grade:
39.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,206,780,762 | 29.2% |
| Public Funds | $1,310,101,032 | 31.7% |
| Corporate - Investment Grade | $1,615,929,034 | 39.1% |
| Total | $4,132,810,828 | 100.0% |