A
CRD: 168957
AFL Advisory Group LLC
Olean, NY, 14760
5853136342
$31.8M Total AUM
$31.8M Disc. AUM
-- 3Y CAGR
1 Employees
130 ADV. Clients
12 yrs Firm Age
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- Custodian
- Folio Investments ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-25-2013
- Office Locations
- 1
Office Locations
2442 Constitution Ave. Olean NY
About AFL Advisory Group LLC
AFL Advisory Group LLC is a Olean-based RIA. The firm has been operating for 12 years. Managing $31.8M in total assets under management, with 1 advisory representatives. They custody assets with Folio Investments and UBS. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$31.8M AVG AUM / ADVISOR
$244.5K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Momentum Vertex
Investment Themes
Zenith Peak
Investment Vehicles
Foundation
Services
Momentum foundation
Owner & Executives
J
JON ROBERT ORCUTT
Chief Compliance Officer, President
- CRD
- #2767462
- Ownership
- 50% but less than 75%
(590) 328-4104
fusion.element@zenithcapital.com
in linkedin.com/in/zenith-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,779,616 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,779,616 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,779,616
Cash:
37.5% Public Funds:
32.3% Equity - Exchange:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,479,750,353 | 37.5% |
| Public Funds | $1,274,558,304 | 32.3% |
| Equity - Exchange | $1,191,692,283 | 30.2% |
| Total | $3,946,000,940 | 100.0% |