A
$36.5M Total AUM
$36.5M Disc. AUM
-- 3Y CAGR
1 Employees
207 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-27-2016
- Office Locations
- 1
Office Locations
149 W. Broadway Council Bluffs IA
About Afsc Advisors, INC
AFSC Advisors, Inc is a retail-focused advisory firm in Council Bluffs, IA providing financial planning plus tax and estate planning, insurance planning, and portfolio construction. The firm emphasizes asset allocation and risk management, with portfolios primarily implemented via ETFs and mutual funds. Custody is held at Charles Schwab and TD Ameritrade; led by president/CCO Mark A. J. Guilliatt.
Team overview
54 AVG AGE
$36.5M AVG AUM / ADVISOR
$176.6K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
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Investment Vehicles
Available
Platform
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Services
Available
Owner & Executives
M
MARK ALLEN JEROME GUILLIATT
Chief Compliance Officer, Director, President
- CRD
- #2334881
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,547,893 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,547,893 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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