$3.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
13 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-29-2018
- Office Locations
- 1
Office Locations
16130 Ventura Blvd Suite #400 Encino CA
About AFC Wealth Management
AFC Wealth is a Metro Denver firm focused on retirement planning and investment management for professionals, families, and small business owners. Serving Colorado residents since 1981, it evolved from a family real estate and property management business into a full-service financial management practice in 1998, emphasizing clear, organized planning for clients’ next chapter.
Team overview
64 AVG AGE
$3.1M AVG AUM / ADVISOR
$236.9K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
ERIC ALAN JACOBY
Chief Compliance Officer, Partner, President
- CRD
- #2792875
- 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 | $3,080,208 | -- |
| Total | $3,080,208 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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