AFA INC.
Legal name: AFFINITY FINANCIAL ADVISORS
CRD #114412 SEC #801-62611 LAWRENCE, KS 785-841-4664
SEC Registered
Total AUM
$518.1M
Discretionary
$514.7M
Employees
20
Clients
1
Accounts
2,334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $466.3M | $466.3M | $0 | 22 | 7 |
| Jan 2023 | $518.1M | $514.7M | $3.4M | 20 | 0 |
| Dec 2022 | $518.1M | $514.7M | $3.4M | 20 | 0 |
| Sep 2022 | $518.1M | $514.7M | $3.4M | 20 | 0 |
| May 2022 | $518.1M | $514.7M | $3.4M | 20 | 0 |
| Apr 2022 | $518.1M | $514.7M | $3.4M | 20 | 0 |
| Mar 2022 | $518.1M | $514.7M | $3.4M | 20 | 0 |
| Oct 2021 | $400.8M | $400.8M | $0 | 11 | 0 |
| Aug 2021 | $400.8M | $400.8M | $0 | 11 | 0 |
| Jun 2021 | $400.8M | $400.8M | $0 | 11 | 0 |
| Feb 2021 | $400.8M | $400.8M | $0 | 11 | 0 |
| Dec 2020 | $316.1M | $316.1M | $0 | 14 | 2 |
| Jul 2020 | $316.1M | $316.1M | $0 | 14 | 2 |
| Jun 2020 | $316.1M | $316.1M | $0 | 14 | 2 |
| May 2020 | $316.1M | $316.1M | $0 | 14 | 2 |
| May 2020 | $316.1M | $316.1M | $0 | 14 | 2 |
| May 2020 | $316.1M | $316.1M | $0 | 14 | 2 |
| Mar 2020 | $316.1M | $316.1M | $0 | 14 | 2 |
| Dec 2019 | $258.2M | $258.2M | $0 | 6 | 0 |
| Oct 2019 | $258.2M | $258.2M | $0 | 6 | 0 |
| May 2019 | $258.2M | $258.2M | $0 | 6 | 0 |
| Mar 2019 | $258.2M | $258.2M | $0 | 6 | 0 |
| Mar 2019 | $258.2M | $258.2M | $0 | 6 | 0 |
| Feb 2019 | $245M | $245M | $0 | 13 | 0 |
| Jul 2018 | $245M | $245M | $0 | 13 | 0 |
| Mar 2018 | $245M | $245M | $0 | 13 | 0 |
| Jan 2018 | $217.9M | $217.9M | $0 | 12 | 0 |
| Mar 2017 | $217.9M | $217.9M | $0 | 12 | 600 |
| Dec 2016 | $195.7M | $195.7M | $0 | 14 | 600 |
| Mar 2016 | $195.7M | $195.7M | $0 | 14 | 600 |
| Jan 2016 | $194.6M | $194.6M | $0 | 11 | 600 |
| Feb 2015 | $194.6M | $194.6M | $0 | 11 | 600 |
| Feb 2015 | $181.8M | $181.8M | $0 | 7 | 600 |
| May 2014 | $181.8M | $181.8M | $0 | 7 | 600 |
| Feb 2014 | $181.8M | $181.8M | $0 | 7 | 600 |
| Mar 2013 | $168.4M | $168.4M | $0 | 6 | 600 |
| Feb 2013 | $168.4M | $168.4M | $0 | 6 | 600 |
| Jan 2013 | $103.1M | $103.1M | $0 | 6 | 500 |
| Apr 2012 | $103.1M | $103.1M | $0 | 6 | 500 |
| Mar 2012 | $103.1M | $103.1M | $0 | 6 | 500 |
| Mar 2012 | $103.1M | $103.1M | $0 | 6 | 500 |
| Mar 2011 | $107M | $107M | $0 | 10 | -- |
| Nov 2010 | $71.7M | $71.7M | $0 | 10 | -- |
| Sep 2009 | $76.3M | $76.3M | $0 | 10 | -- |
| Feb 2009 | $76.3M | $76.3M | $0 | 10 | -- |
| Jan 2008 | $51.2M | $50M | $1.2M | 10 | -- |
| Feb 2007 | $66.5M | $65M | $1.5M | 10 | -- |
| Mar 2006 | $51M | $50M | $1M | 10 | -- |
| Oct 2005 | $61.2M | $59.1M | $2.1M | 10 | -- |
| Sep 2005 | $61.2M | $59.1M | $2.1M | 10 | -- |
| Jan 2005 | $61.2M | $59.1M | $2.1M | 10 | -- |
| Jun 2004 | $53M | $50M | $3M | 10 | -- |
| Mar 2004 | $53M | $50M | $3M | 10 | -- |
| Dec 2003 | $38M | $38M | $0 | 5 | -- |
DateFeb 2023
Total AUM$466.3M
Discretionary$466.3M
Non-Disc.$0
Employees22
Clients7
DateJan 2023
Total AUM$518.1M
Discretionary$514.7M
Non-Disc.$3.4M
Employees20
Clients0
DateDec 2022
Total AUM$518.1M
Discretionary$514.7M
Non-Disc.$3.4M
Employees20
Clients0
DateSep 2022
Total AUM$518.1M
Discretionary$514.7M
Non-Disc.$3.4M
Employees20
Clients0
DateMay 2022
Total AUM$518.1M
Discretionary$514.7M
Non-Disc.$3.4M
Employees20
Clients0
DateApr 2022
Total AUM$518.1M
Discretionary$514.7M
Non-Disc.$3.4M
Employees20
Clients0
DateMar 2022
Total AUM$518.1M
Discretionary$514.7M
Non-Disc.$3.4M
Employees20
Clients0
DateOct 2021
Total AUM$400.8M
Discretionary$400.8M
Non-Disc.$0
Employees11
Clients0
DateAug 2021
Total AUM$400.8M
Discretionary$400.8M
Non-Disc.$0
Employees11
Clients0
DateJun 2021
Total AUM$400.8M
Discretionary$400.8M
Non-Disc.$0
Employees11
Clients0
DateFeb 2021
Total AUM$400.8M
Discretionary$400.8M
Non-Disc.$0
Employees11
Clients0
DateDec 2020
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees14
Clients2
DateJul 2020
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees14
Clients2
DateJun 2020
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees14
Clients2
DateMay 2020
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees14
Clients2
DateMay 2020
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees14
Clients2
DateMay 2020
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees14
Clients2
DateMar 2020
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees14
Clients2
DateDec 2019
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees13
Clients0
DateJul 2018
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees13
Clients0
DateJan 2018
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2017
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$0
Employees12
Clients600
DateDec 2016
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees14
Clients600
DateMar 2016
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees14
Clients600
DateJan 2016
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees11
Clients600
DateFeb 2015
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees11
Clients600
DateFeb 2015
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees7
Clients600
DateMay 2014
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees7
Clients600
DateFeb 2014
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees7
Clients600
DateMar 2013
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees6
Clients600
DateFeb 2013
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees6
Clients600
DateJan 2013
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees6
Clients500
DateApr 2012
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees6
Clients500
DateMar 2012
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees6
Clients500
DateMar 2012
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees6
Clients500
DateMar 2011
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$51.2M
Discretionary$50M
Non-Disc.$1.2M
Employees10
Clients--
DateFeb 2007
Total AUM$66.5M
Discretionary$65M
Non-Disc.$1.5M
Employees10
Clients--
DateMar 2006
Total AUM$51M
Discretionary$50M
Non-Disc.$1M
Employees10
Clients--
DateOct 2005
Total AUM$61.2M
Discretionary$59.1M
Non-Disc.$2.1M
Employees10
Clients--
DateSep 2005
Total AUM$61.2M
Discretionary$59.1M
Non-Disc.$2.1M
Employees10
Clients--
DateJan 2005
Total AUM$61.2M
Discretionary$59.1M
Non-Disc.$2.1M
Employees10
Clients--
DateJun 2004
Total AUM$53M
Discretionary$50M
Non-Disc.$3M
Employees10
Clients--
DateMar 2004
Total AUM$53M
Discretionary$50M
Non-Disc.$3M
Employees10
Clients--
DateDec 2003
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--