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Association Financial Services, LLC

Association Financial Services, LLC. CRD 287975

Association Financial Services, LLC logo

CRD: 287975

Association Financial Services, LLC

Troy, MI, 48084
8009438804
association-financial.com
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
2 Employees
64 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Apex · Interactive Brokers · Lincoln Financial · Voya Financial
Clients
Retail
Platforms
Vector
Established Date
03-28-2017
Office Locations
1

Office Locations

755 West BIG Beaver Road Suite # 2020 Troy MI

About Association Financial Services, LLC

Association Financial Services, LLC is an independent, fee-based RIA fiduciary providing comprehensive financial planning and investment advisory for individuals and small businesses nationwide (clients across 16 states). Portfolios are built around risk tolerance and allocation advice, using a mix of ETFs, stocks, bonds and REITs, and may incorporate socially responsible/ESG preferences. The firm also offers insurance and annuity solutions and has been featured in Kiplinger.

Team overview

-- AVG AGE
$4.0M AVG AUM / ADVISOR
$62.5K AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

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Asset Classes

Unison Vital Peak Alpha Zenith oak Wave zenith Element element

Client Personas

Vector Eagle insight

Custodian

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Investment Themes

Alpha atlas Optima Timber value Ridge ridge Fusion oak Capital eagle

Investment Vehicles

Oak focus Alpha alpha

Services

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Technology

Capital

Owner & Executives

R

RAPHAEL M. HOFMANN

Managing Member

CRD
#4056315
Ownership
75% or more
(592) 341-1335
fusion.vector@atlascapital.com
in linkedin.com/in/glacier-value

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,000,000 --
Non-Discretionary $0 --
Total $4,000,000 --

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Separately Managed Accounts

Total SMA Asset: $4,000,000

$4.0M Total SMA
Equity - Exchange:
52.1%
Corporate - Investment Grade:
47.9%
Asset class Assets Assets %
Equity - Exchange $1,116,535,809 52.1%
Corporate - Investment Grade $1,026,527,164 47.9%
Total $2,143,062,973 100.0%

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