ADVISOR FINANCIAL SERVICES INC
Legal name: ADVISOR FINANCIAL SERVICES, INC.
CRD #118537 SEC #801-113326 CHATHAM, NY 804-234-8600
SEC Registered
Total AUM
$56M
Discretionary
$56M
Employees
2
Clients
101
Accounts
420
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $56M | $56M | $0 | 2 | 2 |
| May 2025 | $56M | $56M | $0 | 2 | 2 |
| Mar 2024 | $38M | $37.2M | $741.1K | 3 | 2 |
| May 2023 | $32.3M | $32.1M | $215K | 3 | 2 |
| Mar 2022 | $35M | $34M | $1M | 3 | 2 |
| Apr 2021 | $31M | $30M | $1M | 2 | 2 |
| Jul 2020 | $32.2M | $31.9M | $326K | 2 | 2 |
| May 2020 | $32.2M | $31.9M | $326K | 2 | 2 |
| Apr 2019 | $29.8M | $29M | $819K | 2 | 1 |
| May 2018 | $25.8M | $25.4M | $400K | 3 | 4 |
| Apr 2018 | $25.8M | $25.4M | $400K | 3 | 4 |
DateJun 2025
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees2
Clients2
DateMay 2025
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees2
Clients2
DateMar 2024
Total AUM$38M
Discretionary$37.2M
Non-Disc.$741.1K
Employees3
Clients2
DateMay 2023
Total AUM$32.3M
Discretionary$32.1M
Non-Disc.$215K
Employees3
Clients2
DateMar 2022
Total AUM$35M
Discretionary$34M
Non-Disc.$1M
Employees3
Clients2
DateApr 2021
Total AUM$31M
Discretionary$30M
Non-Disc.$1M
Employees2
Clients2
DateJul 2020
Total AUM$32.2M
Discretionary$31.9M
Non-Disc.$326K
Employees2
Clients2
DateMay 2020
Total AUM$32.2M
Discretionary$31.9M
Non-Disc.$326K
Employees2
Clients2
DateApr 2019
Total AUM$29.8M
Discretionary$29M
Non-Disc.$819K
Employees2
Clients1
DateMay 2018
Total AUM$25.8M
Discretionary$25.4M
Non-Disc.$400K
Employees3
Clients4
DateApr 2018
Total AUM$25.8M
Discretionary$25.4M
Non-Disc.$400K
Employees3
Clients4