Affiliated Financial Advisors

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

2600 N Mayfair Rd Ste 200, Milwaukee, Wi...

Phone Number

(414) 476-4999

Revenue

<$5 Million

Industry

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

About Affiliated Financial Advisors

Affiliated Financial Advisors, Inc. offers tailored financial strategies, investment advice, estate planning, and comprehensive financial management services. They focus on providing individualized strategies based on a data-driven, three-step process to meet the unique needs of their clients. The company aims to empower clients through education and insights, ensuring they have control over their financial future. Their intended clients include discerning investors at various stages of life seeking effective financial solutions.Explore more
Affiliated Financial Advisors's Social MediaPopular SearchesAffiliated Financial Advisors IncAffiliated Financial AdvisorsAffiliated Financial IncSchmidley, GeorgeAffiliated FinancialSIC Code 62,628NAICS Code 52,523Show more

Affiliated Financial Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affiliated Financial Advi...

<$5M
1-10
Private
-
1984
<$5M
1-10
Private
-
1985
MM
Marjan MoshayediDirector, Human Resources
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
-
SB
Shelby BuckAdministrative Assistant, Marketing
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
2006
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Affiliated Financial Advisors Tech Stack

A closer look at the technologies used by Affiliated Financial Advisors

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Frequently Asked Questions Regarding Affiliated Financial Advisors

What is Affiliated Financial Advisors's official website?
Affiliated Financial Advisors's official website is www.affiliatedfa.com
What is Affiliated Financial Advisors's Revenue?
Affiliated Financial Advisors's revenue is <$5 Million
What is Affiliated Financial Advisors's SIC code?
Affiliated Financial Advisors's SIC: 62,628
What is Affiliated Financial Advisors's NAICS code?
Affiliated Financial Advisors's NAICS: 52,523
How many employees does Affiliated Financial Advisors have?
Affiliated Financial Advisors has 1-10 employees
What industry does Affiliated Financial Advisors belong to?
Affiliated Financial Advisors is in the industry of: Finance, Securities Trading
What is Affiliated Financial Advisors competition?
Affiliated Financial Advisors top competitors include: SAGE Consulting & Wealth Management, Tradewinds Wealth Management, Peak Mountain Advisors, James Herbert Hunt
What technology does Affiliated Financial Advisors use?
Some of the popular technologies that Affiliated Financial Advisors uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Affiliated Financial Advisors?
Affiliated Financial Advisors contact info: Phone number: (414) 476-4999 Website: www.affiliatedfa.com
What does Affiliated Financial Advisors do?

Affiliated Financial Advisors, Inc. offers tailored financial strategies, investment advice, estate planning, and comprehensive financial management services. They focus on providing individualized strategies based on a data-driven, three-step process to meet the unique needs of their clients. The company aims to empower clients through education a... nd insights, ensuring they have control over their financial future. Their intended clients include discerning investors at various stages of life seeking effective financial solutions.Read More

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

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