Advanced Financial Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

6320 Canoga Ave Ste 1500, Woodland Hills...

Phone Number

(888) 306-1292

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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1

About Advanced Financial Management

The firm provides comprehensive investment management and financial planning services following their merger in 2022. They specialize in expert strategies to grow and manage investments effectively for long-term success. Additionally, they offer personalized financial planning services to help clients achieve their financial goals. Their target clients are individuals seeking professional assistance in managing their financial futures.Explore more
Advanced Financial Management's Social MediaPopular SearchesAdvanced Financial ManagementAfm Investments LLCDonald SteinmannAfm Investment & Management LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advanced Financial Manage...

<$5M
1-10
Private
-
2005
N/A
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5.6M
11-50
Private
-
1987
Robert Wacker, Chief Sales Officer, Fractional (CSO) at Wacker Wealth Partners
Robert WackerChief Sales Officer, Fractional (CSO)
<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
2011
RC
Rebecca ChaparroDirector, Operations
<$5M
1-10
Private
-
2006
KB
Kenneth BellMember President & Chief Compliance Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Advanced Financial Management Tech Stack

A closer look at the technologies used by Advanced Financial Management

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Frequently Asked Questions Regarding Advanced Financial Management

What is Advanced Financial Management's official website?
Advanced Financial Management's official website is www.afminvestments.com
What is Advanced Financial Management's Revenue?
Advanced Financial Management's revenue is <$5 Million
What is Advanced Financial Management's SIC code?
Advanced Financial Management's SIC: 62,628
What is Advanced Financial Management's NAICS code?
Advanced Financial Management's NAICS: 52,523
How many employees does Advanced Financial Management have?
Advanced Financial Management has 1-10 employees
What industry does Advanced Financial Management belong to?
Advanced Financial Management is in the industry of: Finance, Securities Trading
What is Advanced Financial Management competition?
Advanced Financial Management top competitors include: Dowd Financial Group, Aspera Financial, Seymour Asset Management, Fleurus Investment Advisory
What technology does Advanced Financial Management use?
Some of the popular technologies that Advanced Financial Management uses are: Cloudflare Website Optimization, Unsplash
How do I contact Advanced Financial Management?
Advanced Financial Management contact info: Phone number: (888) 306-1292 Website: www.afminvestments.com
What does Advanced Financial Management do?

The firm provides comprehensive investment management and financial planning services following their merger in 2022. They specialize in expert strategies to grow and manage investments effectively for long-term success. Additionally, they offer personalized financial planning services to help clients achieve their financial goals. Their target cli... ents are individuals seeking professional assistance in managing their financial futures.Read More

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

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