A
$56.5M Total AUM
$31.3M Disc. AUM
-- 3Y CAGR
5 Employees
139 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-17-2012
- Office Locations
- 2
Office Locations
3445 American River DR, Suite B Sacramento CA
-- Turlock CA
About AFS Investments
AFS Investments is a Turlock-based RIA with 2 offices. The firm has been operating for 13 years. Managing $56.5M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Wells Fargo. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
63 AVG AGE
$28.2M AVG AUM / ADVISOR
$406.4K AVG AUM / CLIENT
7.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
3 RIA Reps
13yrs Firm Age
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Asset Classes
Radial Pathway Vital
Investment Themes
Horizon catalyst Horizon focus Atlas Ridge
Investment Vehicles
Meridian harbor
Services
Vital fusion Radial Optima Pathway bridge Foundation Capital Delta zenith Harbor element Foundation
Owner & Executives
G
GLENN ALLAN ANDRADE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1714692
- Ownership
- Less than 5%
(554) 272-2423
frontier.fusion@primecapital.com
in linkedin.com/in/pioneer-wave
Showing 1 of 1 owners & executives
Unlock allContacts
GARY LYLE PEVEY
President
- CRD
- #2129469
(336) 953-2263
quantum.vector@foundationcapital.com
in linkedin.com/in/element-atlas
T
TONIA SHARDA RYAN
President
- CRD
- #5528728
(356) 863-3680
pioneer.element@frontiercapital.com
in linkedin.com/in/signal-focus
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,273,104 | -- |
| Non-Discretionary | $25,211,311 | -- |
| Total | $56,484,415 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,484,415
Equity - Exchange:
20.9% Cash:
10.2% Public Funds:
16.9% Corporate - Investment Grade:
12.7% Derivatives:
18.4% U.S. Government/Agency:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,060,187,775 | 20.9% |
| Cash | $517,412,215 | 10.2% |
| Public Funds | $857,281,023 | 16.9% |
| Corporate - Investment Grade | $644,228,935 | 12.7% |
| Derivatives | $933,371,055 | 18.4% |
| U.S. Government/Agency | $1,060,187,775 | 20.9% |
| Total | $5,072,668,778 | 100.0% |