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Advanced Financial Solutions, Inc.

4700 N. Cloverdale Road, Ste.205
Boise, Idaho 83713
United States
 
Contact :      David A. Wilhite, CFP
Phone :       (208) 376-0091
Fax :             (208) 376-0092
Email :         Dave@AFS-Idaho.com
Web :           http://www.AFS-Idaho.com

Advanced Financial Solutions, Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $10
Tax-Exempt Managed ($Mil) : $8
Taxable Assets Managed ($Mil) : $2
Year Founded : 1993
Wrap Programs Offered? : Yes
# of Accounts Managed : 98
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Securities Service Network, Inc.   $100,000

Advanced Financial Solutions, Inc. History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
94
$9.50
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
4
$.60
Total # of Professional : 1 Analysts : 0
Portfolio Managers : 0 Traders : 0
Client Service : 1 Operation : 0

Advanced Financial Solutions, Inc. Personnel

Advanced Financial Solutions, Inc. Product Name

Report Created: December,16 2018.  Copyright Money Manager Review , All rights Reserved.
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