RIA Intelligence

AFFIRMED FINANCIAL MANAGEMENT INC

CRD #111117 SEC #801-41656 SAN JOSE, CA 408-295-2981
SEC Registered
Total AUM
$33.3M
Discretionary
$33.3M
Employees
5
Clients
10
Accounts
174

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 30, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JOHANSON, DAVID, LELANDIPRESIDENTE Control

Registrations

Federal

IA
Apr 30, 2002 REGISTERED

Notice Filings (1)

CA

Address

99 ALMADEN BLVD
STE 1080
SAN JOSE, CA 95113
USA
Phone: 408-295-2981