$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
36 yrs Firm Age
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- Custodian
- John Hancock
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-08-1989
- Office Locations
- 1
Office Locations
2005 Palmer Avenue Suite 172 Larchmont NY
About AFA Advisors LLC
AFA Advisors LLC is a Larchmont-based RIA. The firm has been operating for 36 years. Managing $4.4M in total assets under management, with 2 advisory representatives. They custody assets with John Hancock.
Team overview
74 AVG AGE
$2.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
20.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
36yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BARRY JOEL GORDON
PARTNER, Vice President Investments
- CRD
- #225644
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MARC HOWARD KLEE
Chief Compliance Officer, Executive Vice President, PARTNER
- CRD
- #1073390
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,425,499 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,425,499 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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