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ADVISOR FINANCIAL SERVICES, INC.
ADVISOR FINANCIAL SERVICES INC
CRD 118537 · SEC 801-113326
1 TACONIC PL, CHATHAM, NY, 12037, United States
Phone
518-392-3400
Fax
518-444-0450
Registration
— (—)
Source
State registered
Total AUM
$62.6M
Discretionary AUM
$62.6M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $24.5M |
| High net worth individuals | 38 | $38.0M |
| Pension/profit sharing plans | 1 | $109K |
| Charitable organizations | 1 | $19K |
| Corporations/business entities | 1 | $4K |
All web addresses on file
Official SEC filing: View on IAPD