A
$500.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
-- Forestdale MA
About Advisory Financial Services LLC
Advisory Financial Services is a bi-coastal, fee-only registered investment adviser providing comprehensive financial planning for retail clients, with a particular focus on self-employed business owners and solo 401(k) planning. The firm emphasizes long-term success through asset allocation and risk management, implementing portfolios that use ETFs alongside U.S. government/agency bonds and cash.
Team overview
-- AVG AGE
$500.0K AVG AUM / ADVISOR
$45.5K AVG AUM / CLIENT
24.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STEVEN GERARD TARDIFF
President
- CRD
- #1548279
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $500,000 | -- |
| Total | $500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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