$62.6M Total AUM
$62.6M Disc. AUM
-- 3Y CAGR
2 Employees
223 ADV. Clients
28 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-1998
- Office Locations
- 1
Office Locations
1 Taconic PL Chatham NY
About Advisor Financial Services, Inc.
Advisor Financial Services, Inc. is an independent, founder-led RIA providing personalized wealth management, retirement planning, investment strategy, and tax & estate planning for retail clients. Portfolios are equity-oriented with meaningful ETF usage, and the firm custodians include Charles Schwab & Co. Led by fiduciary advisor/CCO David Carl Luck.
Team overview
57 AVG AGE
$62.6M AVG AUM / ADVISOR
$280.8K AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
28yrs Firm Age
Insights
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Custodian
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Investment Themes
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Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
DAVID CARL LUCK
Chief Compliance Officer, Founder
- CRD
- #2633471
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,625,801 | $143,967 |
| Non-Discretionary | $0 | -- |
| Total | $62,625,801 | $143,967 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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