AAF Wealth Management

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

50 Washington St, Westborough, Massachus...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1

About AAF Wealth Management

AAF Wealth Management is a boutique fee-based Registered Investment Advisor (RIA) firm that provides comprehensive financial planning, investment management, estate planning, and tax planning services. The firm serves a diverse clientele, including individuals and families, business owners, retirement plan sponsors, and nonprofits/foundations. AAF Wealth Management is dedicated to helping clients achieve financial peace of mind through a holistic approach that considers all aspects of their financial lives. With a commitment to ethical standards and personalized service, the firm aims to empower clients to enjoy their financial freedom.Explore more
AAF Wealth Management's Social MediaPopular SearchesAAF Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

AAF Wealth Management Org Chart

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KH
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Director, Investments

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EL
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Senior Manager, Investment

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JB
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Team Member

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AAF Wealth Management

<$5M
11-50
Private
-
-
KH
Kevin HodsonDirector, Investments
<$5M
1-10
Private
-
2001
JW
John WilliamsFounder & President
<$5M
1-10
Private
-
2020
LM
Lora MatteisDirector, Client Services
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

AAF Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

AAF Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AAF Wealth Management.

AAF Wealth Management Tech Stack

A closer look at the technologies used by AAF Wealth Management

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Frequently Asked Questions Regarding AAF Wealth Management

What is AAF Wealth Management's official website?
AAF Wealth Management's official website is www.aafwealthmanagement.com
What is AAF Wealth Management's Revenue?
AAF Wealth Management's revenue is <$5 Million
What is AAF Wealth Management's SIC code?
AAF Wealth Management's SIC: 62,628
What is AAF Wealth Management's NAICS code?
AAF Wealth Management's NAICS: 52,523
How many employees does AAF Wealth Management have?
AAF Wealth Management has 11-50 employees
What industry does AAF Wealth Management belong to?
AAF Wealth Management is in the industry of: Finance, Securities Trading
What is AAF Wealth Management competition?
AAF Wealth Management top competitors include: Ironwood Wealth Management, Relative Value Partners, Cresta Advisors, Mt Baker Capital
What technology does AAF Wealth Management use?
Some of the popular technologies that AAF Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, HubSpot Marketing Free
What does AAF Wealth Management do?

AAF Wealth Management is a boutique fee-based Registered Investment Advisor (RIA) firm that provides comprehensive financial planning, investment management, estate planning, and tax planning services. The firm serves a diverse clientele, including individuals and families, business owners, retirement plan sponsors, and nonprofits/foundations. AAF... Wealth Management is dedicated to helping clients achieve financial peace of mind through a holistic approach that considers all aspects of their financial lives. With a commitment to ethical standards and personalized service, the firm aims to empower clients to enjoy their financial freedom.Read More

What are AAF Wealth Management social media links?
AAF Wealth Management Linkedin page AAF Wealth Management Facebook page
Is AAF Wealth Management a public company?
AAF Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about AAF Wealth Management

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