A
$63.2K Total AUM
$63.2K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2025
- Office Locations
- 1
Office Locations
-- Dallas TX
About Afrobloc
Afrobloc is a Dallas-based RIA. The firm has been operating for 1 years. Managing $63.2K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$63.2K AVG AUM / ADVISOR
$10.5K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Michael David Howard
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #8002476
- 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 | $63,223 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,223 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - OTC:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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