AFFILIATED FINANCIAL ADVISORS INC
CRD #108154 SEC #801-57519 MILWAUKEE, WI 414-476-4999
SEC Registered
Total AUM
$462.1M
Discretionary
$0
Employees
4
Clients
0
Accounts
2,129
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $462.1M | $0 | $462.1M | 4 | 0 |
| Mar 2024 | $404.5M | $0 | $404.5M | 4 | 0 |
| Mar 2023 | $340.6M | $0 | $340.6M | 4 | 0 |
| Mar 2022 | $385.5M | $0 | $385.5M | 4 | 0 |
| Mar 2021 | $315.4M | $0 | $315.4M | 4 | 0 |
| Jul 2020 | $283.4M | $0 | $283.4M | 3 | 0 |
| Mar 2020 | $283.4M | $0 | $283.4M | 3 | 0 |
| Mar 2019 | $193.5M | $0 | $193.5M | 3 | 0 |
| Mar 2018 | $201.8M | $0 | $201.8M | 2 | 0 |
| Jun 2017 | $171.5M | $0 | $171.5M | 3 | 500 |
| Mar 2016 | $151.8M | $0 | $151.8M | 3 | 500 |
| Feb 2016 | $155.9M | $0 | $155.9M | 3 | 500 |
| Feb 2015 | $155.9M | $0 | $155.9M | 3 | 500 |
| Mar 2014 | $147.2M | $147.2M | $0 | 3 | 500 |
| Feb 2013 | $120M | $0 | $120M | 3 | 500 |
| Feb 2012 | $101.5M | $0 | $101.5M | 1 | 500 |
| Nov 2011 | $103.6M | $0 | $103.6M | 1 | 251 |
| Apr 2010 | $73M | $0 | $73M | 5 | -- |
| Feb 2009 | $73M | $0 | $73M | 5 | -- |
| Jan 2008 | $95.5M | $0 | $95.5M | 5 | -- |
| Nov 2007 | $88M | $0 | $88M | 5 | -- |
| Feb 2007 | $88M | $0 | $88M | 5 | -- |
| Mar 2006 | $68.4M | $0 | $68.4M | 5 | -- |
| Mar 2004 | $48.6M | $0 | $48.6M | 5 | -- |
| Mar 2002 | $39.6M | $0 | $39.6M | 5 | -- |
DateMar 2025
Total AUM$462.1M
Discretionary$0
Non-Disc.$462.1M
Employees4
Clients0
DateMar 2024
Total AUM$404.5M
Discretionary$0
Non-Disc.$404.5M
Employees4
Clients0
DateMar 2023
Total AUM$340.6M
Discretionary$0
Non-Disc.$340.6M
Employees4
Clients0
DateMar 2022
Total AUM$385.5M
Discretionary$0
Non-Disc.$385.5M
Employees4
Clients0
DateMar 2021
Total AUM$315.4M
Discretionary$0
Non-Disc.$315.4M
Employees4
Clients0
DateJul 2020
Total AUM$283.4M
Discretionary$0
Non-Disc.$283.4M
Employees3
Clients0
DateMar 2020
Total AUM$283.4M
Discretionary$0
Non-Disc.$283.4M
Employees3
Clients0
DateMar 2019
Total AUM$193.5M
Discretionary$0
Non-Disc.$193.5M
Employees3
Clients0
DateMar 2018
Total AUM$201.8M
Discretionary$0
Non-Disc.$201.8M
Employees2
Clients0
DateJun 2017
Total AUM$171.5M
Discretionary$0
Non-Disc.$171.5M
Employees3
Clients500
DateMar 2016
Total AUM$151.8M
Discretionary$0
Non-Disc.$151.8M
Employees3
Clients500
DateFeb 2016
Total AUM$155.9M
Discretionary$0
Non-Disc.$155.9M
Employees3
Clients500
DateFeb 2015
Total AUM$155.9M
Discretionary$0
Non-Disc.$155.9M
Employees3
Clients500
DateMar 2014
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees3
Clients500
DateFeb 2013
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees3
Clients500
DateFeb 2012
Total AUM$101.5M
Discretionary$0
Non-Disc.$101.5M
Employees1
Clients500
DateNov 2011
Total AUM$103.6M
Discretionary$0
Non-Disc.$103.6M
Employees1
Clients251
DateApr 2010
Total AUM$73M
Discretionary$0
Non-Disc.$73M
Employees5
Clients--
DateFeb 2009
Total AUM$73M
Discretionary$0
Non-Disc.$73M
Employees5
Clients--
DateJan 2008
Total AUM$95.5M
Discretionary$0
Non-Disc.$95.5M
Employees5
Clients--
DateNov 2007
Total AUM$88M
Discretionary$0
Non-Disc.$88M
Employees5
Clients--
DateFeb 2007
Total AUM$88M
Discretionary$0
Non-Disc.$88M
Employees5
Clients--
DateMar 2006
Total AUM$68.4M
Discretionary$0
Non-Disc.$68.4M
Employees5
Clients--
DateMar 2004
Total AUM$48.6M
Discretionary$0
Non-Disc.$48.6M
Employees5
Clients--
DateMar 2002
Total AUM$39.6M
Discretionary$0
Non-Disc.$39.6M
Employees5
Clients--