$60.6M Total AUM
$49.0M Disc. AUM
-- 3Y CAGR
1 Employees
94 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-05-2004
- Office Locations
- 1
Office Locations
-- Yulee FL
About Advanced Financial Strategists INC
Advanced Financial Strategists, Inc. is a retail-focused advisory firm providing financial planning, portfolio construction, and business succession planning, with portfolios primarily using ETFs alongside fixed income and mutual funds (custodied at Charles Schwab). The firm’s website notes it is no longer accepting new clients.
Team overview
-- AVG AGE
$60.6M AVG AUM / ADVISOR
$645.0K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN DENNIS HOLDEN
Associate, Chief Compliance Officer, President
- CRD
- #2006574
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
L
LEIGH H CHANDLER
--
- CRD
- #8246573
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,046,236 | -- |
| Non-Discretionary | $11,582,667 | -- |
| Total | $60,628,903 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing