ADVANCED FINANCIAL SOLUTIONS, INC.
CRD #121538 SEC #801-70973 BOISE, ID 208-376-0091
SEC Registered
Total AUM
$12.5M
Discretionary
$10M
Employees
1
Clients
26
Accounts
255
Firm Details
- Organization Type
- Corporation
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILHITE, DAVID, ARTHUR | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| WILHITE, DAVID, ARTHUR | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
Registrations
Federal
IA
Apr 3, 2012 REGISTERED
Notice Filings (1)
ID
Address
4700 N. CLOVERDALE RDSUITE 205
BOISE, ID 83713-1081
United States
Phone: 208-376-0091