RIA Intelligence

AFC TAX AND ACCOUNTING SERVICES, INC.

Legal name: AFC TAX AND FINANCIAL ADVISORS, INC.

CRD #108719 SEC #801-55600 LAKEWOOD, CO 303-989-5900
SEC Registered
Total AUM
$43.8M
Discretionary
$43.8M
Employees
--
Clients
25
Accounts
110

Firm Details

Organization Type
Corporation
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 13, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CARPINELLI, MATTHEW, QUINNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
CARPINELLI, MATTHEW, QUINNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
CARPINELLI, MATTHEW, QUINNIPRESIDENTNA Control
CARPINELLI, BARBARA, MIOWNER & SECRETARYE
CARPINELLI, BARBARA, MIOWNER & SECRETARYE
CARPINELLI, BARBARA, MIOWNER & SECRETARYE
CARPINELLI, ANDREW, DAVIDIOWNERD Control
CARPINELLI, ANDREW, DAVIDIOWNERD Control
CARPINELLI, MATTHEW, QUINNIPRESIDENT/CHIEF COMPLIANCE OFFICER/OWNERD Control
CARPINELLI, MATTHEW, QUINNIPRESIDENT/CHIEF COMPLIANCE OFFICER/OWNERD Control
CARPINELLI, ANDREW, DAVIDIOWNERC Control
CARPINELLI, ANDREW, DAVIDIOWNERC Control
CARPINELLI, ANDREW, DAVIDIOWNERC Control
CARPINELLI, BARBARA, MIOWNER & SECRETARYC
CARPINELLI, BARBARA, MIOWNER & SECRETARYC
CARPINELLI, BARBARA, MIOWNER & SECRETARYC
CARPINELLI, MATTHEW, QUINNIPRESIDENT/CHIEF COMPLIANCE OFFICER/OWNERC Control
CARPINELLI, MATTHEW, QUINNIPRESIDENT/CHIEF COMPLIANCE OFFICER/OWNERC Control
CARPINELLI, MATTHEW, QUINNIPRESIDENT/CHIEF COMPLIANCE OFFICER/OWNERC Control

Registrations

Federal

IA
Sep 13, 2005 REGISTERED

Notice Filings (3)

CO NE TX

Address

900 SOUTH KIPLING PARKWAY
LAKEWOOD, CO 80226
USA
Phone: 303-989-5900