ADVANCED FINANCIAL STRATEGIES INC
CRD #108296 SEC #801-57835 IRVINE, CA 949-502-5333
SEC Registered
Total AUM
$241.6M
Discretionary
$241.1M
Employees
6
Clients
10
Accounts
404
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $241.6M | $241.1M | $508.2K | 6 | 2 |
| Apr 2024 | $229.5M | $228.7M | $857K | 6 | 2 |
| Mar 2024 | $229.5M | $228.7M | $857K | 6 | 2 |
| Oct 2023 | $211.7M | $210.9M | $813.9K | 6 | 3 |
| Mar 2023 | $211.7M | $210.9M | $813.9K | 6 | 3 |
| May 2022 | $224.1M | $223.2M | $897.4K | 6 | 4 |
| Mar 2022 | $224.1M | $223.2M | $897.4K | 6 | 4 |
| Aug 2021 | $209.8M | $207.2M | $2.7M | 3 | 4 |
| Aug 2021 | $209.8M | $207.2M | $2.7M | 3 | 4 |
| Mar 2021 | $209.8M | $207.2M | $2.7M | 3 | 4 |
| Jun 2020 | $208.2M | $204.7M | $3.5M | 4 | 10 |
| Mar 2020 | $208.2M | $204.7M | $3.5M | 4 | 10 |
| Mar 2019 | $171.2M | $166.9M | $4.4M | 3 | 10 |
| Mar 2018 | $147.7M | $142M | $5.7M | 3 | 27 |
| Mar 2017 | $100.9M | $92.9M | $7.9M | 3 | 200 |
| Mar 2016 | $93.1M | $84.6M | $8.5M | 3 | 200 |
| May 2015 | $94M | $80.7M | $13.3M | 4 | 200 |
| Mar 2015 | $94M | $80.7M | $13.3M | 4 | 200 |
| Mar 2014 | $93.9M | $79.1M | $14.8M | 4 | 200 |
| Mar 2013 | $94.6M | $71.8M | $22.9M | 4 | 200 |
| Jun 2012 | $95.3M | $77.2M | $18.1M | 1 | 200 |
| Mar 2012 | $95.3M | $77.2M | $18.1M | 1 | 200 |
| Dec 2011 | $91.3M | $71.7M | $19.5M | 1 | 101 |
| Nov 2011 | $91.3M | $71.7M | $19.5M | 1 | 101 |
| May 2011 | $91.3M | $71.7M | $19.5M | 5 | -- |
| Mar 2011 | $91.3M | $71.7M | $19.5M | 5 | -- |
| Mar 2010 | $69.4M | $55.3M | $14.2M | 5 | -- |
| Mar 2009 | $69.4M | $55.3M | $14.2M | 5 | -- |
| Mar 2008 | $69.9M | $54.7M | $15.1M | 10 | -- |
| Mar 2007 | $56.3M | $39.3M | $17M | 10 | -- |
| Feb 2006 | $51.1M | $37.7M | $13.3M | 10 | -- |
| Sep 2005 | $54.3M | $41.4M | $12.9M | 10 | -- |
| Apr 2002 | $34.9M | $34.6M | $282.8K | 5 | -- |
DateMar 2025
Total AUM$241.6M
Discretionary$241.1M
Non-Disc.$508.2K
Employees6
Clients2
DateApr 2024
Total AUM$229.5M
Discretionary$228.7M
Non-Disc.$857K
Employees6
Clients2
DateMar 2024
Total AUM$229.5M
Discretionary$228.7M
Non-Disc.$857K
Employees6
Clients2
DateOct 2023
Total AUM$211.7M
Discretionary$210.9M
Non-Disc.$813.9K
Employees6
Clients3
DateMar 2023
Total AUM$211.7M
Discretionary$210.9M
Non-Disc.$813.9K
Employees6
Clients3
DateMay 2022
Total AUM$224.1M
Discretionary$223.2M
Non-Disc.$897.4K
Employees6
Clients4
DateMar 2022
Total AUM$224.1M
Discretionary$223.2M
Non-Disc.$897.4K
Employees6
Clients4
DateAug 2021
Total AUM$209.8M
Discretionary$207.2M
Non-Disc.$2.7M
Employees3
Clients4
DateAug 2021
Total AUM$209.8M
Discretionary$207.2M
Non-Disc.$2.7M
Employees3
Clients4
DateMar 2021
Total AUM$209.8M
Discretionary$207.2M
Non-Disc.$2.7M
Employees3
Clients4
DateJun 2020
Total AUM$208.2M
Discretionary$204.7M
Non-Disc.$3.5M
Employees4
Clients10
DateMar 2020
Total AUM$208.2M
Discretionary$204.7M
Non-Disc.$3.5M
Employees4
Clients10
DateMar 2019
Total AUM$171.2M
Discretionary$166.9M
Non-Disc.$4.4M
Employees3
Clients10
DateMar 2018
Total AUM$147.7M
Discretionary$142M
Non-Disc.$5.7M
Employees3
Clients27
DateMar 2017
Total AUM$100.9M
Discretionary$92.9M
Non-Disc.$7.9M
Employees3
Clients200
DateMar 2016
Total AUM$93.1M
Discretionary$84.6M
Non-Disc.$8.5M
Employees3
Clients200
DateMay 2015
Total AUM$94M
Discretionary$80.7M
Non-Disc.$13.3M
Employees4
Clients200
DateMar 2015
Total AUM$94M
Discretionary$80.7M
Non-Disc.$13.3M
Employees4
Clients200
DateMar 2014
Total AUM$93.9M
Discretionary$79.1M
Non-Disc.$14.8M
Employees4
Clients200
DateMar 2013
Total AUM$94.6M
Discretionary$71.8M
Non-Disc.$22.9M
Employees4
Clients200
DateJun 2012
Total AUM$95.3M
Discretionary$77.2M
Non-Disc.$18.1M
Employees1
Clients200
DateMar 2012
Total AUM$95.3M
Discretionary$77.2M
Non-Disc.$18.1M
Employees1
Clients200
DateDec 2011
Total AUM$91.3M
Discretionary$71.7M
Non-Disc.$19.5M
Employees1
Clients101
DateNov 2011
Total AUM$91.3M
Discretionary$71.7M
Non-Disc.$19.5M
Employees1
Clients101
DateMay 2011
Total AUM$91.3M
Discretionary$71.7M
Non-Disc.$19.5M
Employees5
Clients--
DateMar 2011
Total AUM$91.3M
Discretionary$71.7M
Non-Disc.$19.5M
Employees5
Clients--
DateMar 2010
Total AUM$69.4M
Discretionary$55.3M
Non-Disc.$14.2M
Employees5
Clients--
DateMar 2009
Total AUM$69.4M
Discretionary$55.3M
Non-Disc.$14.2M
Employees5
Clients--
DateMar 2008
Total AUM$69.9M
Discretionary$54.7M
Non-Disc.$15.1M
Employees10
Clients--
DateMar 2007
Total AUM$56.3M
Discretionary$39.3M
Non-Disc.$17M
Employees10
Clients--
DateFeb 2006
Total AUM$51.1M
Discretionary$37.7M
Non-Disc.$13.3M
Employees10
Clients--
DateSep 2005
Total AUM$54.3M
Discretionary$41.4M
Non-Disc.$12.9M
Employees10
Clients--
DateApr 2002
Total AUM$34.9M
Discretionary$34.6M
Non-Disc.$282.8K
Employees5
Clients--