RIA Intelligence

ADVISOR FINANCIAL SERVICES, LLP

CRD #110115 SEC #801-60222 WOODSTOCK, GA 770-517-6411
SEC Registered
Total AUM
$512M
Discretionary
$512M
Employees
16
Clients
--
Accounts
1,776

Firm Details

Organization Type
Limited Liability Partnership
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 17, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COOPMAN, ROBERT, JOHNIPARTNER/CHIEF COMPLIANCE OFFICERD Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERD Control
BAUMERT, JEFFREY, ALANIPARTNER/DIRECTOR OF PRIVATE WEALTH MANAGEMENTC Control
BAUMERT, JEFFREY, ALANIPARTNER/DIRECTOR OF PRIVATE WEALTH MANAGEMENTC Control
BAUMERT, JEFFREY, ALANIPARTNER/DIRECTOR OF PRIVATE WEALTH MANAGEMENTC Control
BAUMERT, JEFFREY, ALANIPARTNER/DIRECTOR OF PRIVATE WEALTH MANAGEMENTC Control
BAUMERT, JEFFREY, ALANIPARTNER/DIRECTOR OF PRIVATE WEALTH MANAGEMENTC Control
BAUMERT, JEFFREY, ALANIPARTNER/DIRECTOR OF PRIVATE ACCOUNT SERVICESC Control
BAUMERT, JEFFREY, ALANIPARTNER/DIRECTOR OF PRIVATE ACCOUNT SERVICESC Control
BAUMERT, JEFFREY, ALANIPARTNER/CHIEF INVESTMENT OFFICERC Control
BAUMERT, JEFFREY, ALANIPARTNER/CHIEF INVESTMENT OFFICERC Control
BAUMERT, JEFFREY, ALANIPARTNER/DIRECTOR OF PRIVATE WEALTH MANAGEMENTC Control
BAUMERT, JEFFREY, ALANIPARTNER/CHIEF INVESTMENT OFFICERC Control
BAUMERT, JEFFREY, ALANIPARTNER/DIRECTOR OF PRIVATE ACCOUNT SERVICESC Control
BAUMERT, JEFFREY, ALANIPARTNER/CHIEF INVESTMENT OFFICERC Control
COOPMAN, ROBERT, JIPARTNERC Control
COOPMAN, ROBERT, JIPARTNERC Control
COOPMAN, ROBERT, JOHNIPARTNER/CHIEF COMPLIANCE OFFICERC Control
COOPMAN, ROBERT, JOHNIPARTNER/CHIEF COMPLIANCE OFFICERC Control
COOPMAN, ROBERT, JOHNIPARTNER/CHIEF COMPLIANCE OFFICERC Control
STARK, MICHAELIPORTFOLIO MANAGERC Control
STARK, MICHAELIPORTFOLIO MANAGERC Control
YOUNGDALE, CARL, A.IMANAGING PARTNERC Control
YOUNGDALE, CARL, A.IMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
YOUNGDALE, CARL, ALBERTIMANAGING PARTNERC Control
KRASNOV, GARY, JAYIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KRASNOV, GARY, JAYIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KRASNOV, GARY, JAYIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KRASNOV, GARY, JAYIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KRASNOV, GARY, JAYIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KRASNOV, GARY, JAYIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KRASNOV, GARY, JAYIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KRASNOV, GARY, JAYIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KRASNOV, GARY, JAYIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KRASNOV, GARY, JAYIPARTNER/CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Feb 17, 2016 REGISTERED

Notice Filings (36)

AL AZ CA CO CT FL GA IL IN KS KY LA MA MD ME MI MN MO MS NC NE NH NJ NV NY OH OK OR PA SC TN TX UT VA VT WA

Address

302 CREEKSTONE RIDGE
WOODSTOCK, GA 30188
United States
Phone: 770-517-6411