$1.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
11 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2015
- Office Locations
- 1
Office Locations
-- Jacksonville FL
About Affirmative Financial Services
Affirmative Financial Services is a Jacksonville, FL-based retail RIA led by president Dennis Kent Yamasaki. The firm provides portfolio construction and asset-allocation guidance, with offerings spanning ETFs and mutual funds and insurance/life insurance planning. Its SMA assets are primarily allocated to U.S. government/agency bonds, cash, and equity ETFs.
Team overview
63 AVG AGE
$1.7M AVG AUM / ADVISOR
$333.6K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DENNIS KENT YAMASAKI
Investment Advisor, President
- CRD
- #5725250
- 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 | $1,668,000 | -- |
| Total | $1,668,000 | -- |
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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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