A
$4.8M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-23-2012
- Office Locations
- 1
Office Locations
-- Plainfield IN
About AFP Group, LLC
AFP Group, LLC is a Plainfield, IN-based registered investment adviser providing financial planning and ongoing portfolio management, including asset allocation, risk management, tax and estate planning, and insurance/annuity guidance. The firm implements portfolios primarily with public funds such as mutual funds, index funds, and ETFs and custodies assets with platforms including Charles Schwab.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$964.0K AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Foundation Harbor
Investment Themes
Ember Signal ember Meridian wave Zenith Ember
Investment Vehicles
Value
Services
Horizon pioneer Alpha Prime vital Oak Bridge oak Catalyst fusion Foundation crest Pioneer
Owner & Executives
J
JOHN COLBY ANDERSON
DESIGNATED PRINCIPAL, Financial Planner, Managing Member
- CRD
- #5181757
- Ownership
- 75% or more
(226) 760-4751
matrix.timber@elementcapital.com
in linkedin.com/in/summit-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,820,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,820,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,820,000
Public Funds:
60.2% Cash:
13.4% Equity - Exchange:
26.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,527,847,140 | 60.2% |
| Cash | $340,085,576 | 13.4% |
| Equity - Exchange | $670,019,343 | 26.4% |
| Total | $2,537,952,059 | 100.0% |