RIA Intelligence

AFFERENT INVESTMENTS, LLC

CRD #282422 SEC #801-107207 COPPELL, TX 866-254-4235
SEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
Employees
5
Clients
0
Accounts
21

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JOHNSON, JOHN, SCOTTICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JOHN, SCOTTICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JOHN, SCOTTICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JOHN, SCOTTICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JOHN, SCOTTICHIEF COMPLIANCE OFFICERNA Control
JOHNSON, JOHN, SCOTTICHIEF COMPLIANCE OFFICERNA Control
AFFERENT PROVIDER SOLUTIONS, LLCDEMANAGING MEMBERE Control
AFFERENT PROVIDER SOLUTIONS, LLCDEMANAGING MEMBERE Control
AFFERENT PROVIDER SOLUTIONS, LLCDEMANAGING MEMBERE Control
AFFERENT PROVIDER SOLUTIONS, LLCDEMANAGING MEMBERE Control
AFFERENT PROVIDER SOLUTIONS, LLCDEMANAGING MEMBERE Control
AFFERENT PROVIDER SOLUTIONS, LLCDEMANAGING MEMBERE Control
COPPELL ADVISORY SOLUTIONS, LLCDEMEMBERC Control
COPPELL ADVISORY SOLUTIONS, LLCDEMEMBERC Control
COPPELL ADVISORY SOLUTIONS, LLCDEMEMBERC Control
COPPELL ADVISORY SOLUTIONS, LLCDEMEMBERC Control
COPPELL ADVISORY SOLUTIONS, LLCDEMEMBERC Control
COPPELL ADVISORY SOLUTIONS, LLCDEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BORER, RYAN, JOSEPHICOPPELL ADVISORY SOLUTIONS, LLCF Control
BORER, RYAN, JOSEPHICOPPELL ADVISORY SOLUTIONS, LLCF Control
BORER, RYAN, JOSEPHICOPPELL ADVISORY SOLUTIONS, LLCF Control
BORER, RYAN, JOSEPHICOPPELL ADVISORY SOLUTIONS, LLCF Control
BORER, RYAN, JOSEPHICOPPELL ADVISORY SOLUTIONS, LLCF Control
BORER, RYAN, JOSEPHICOPPELL ADVISORY SOLUTIONS, LLCF Control
APOLLARO, ANTHONY, FRANCISIAPOLLARO INVESTMENTS, LLCE Control
APOLLARO, ANTHONY, FRANCISIAPOLLARO INVESTMENTS, LLCE Control
APOLLARO, ANTHONY, FRANCISIAPOLLARO INVESTMENTS, LLCE Control
APOLLARO, ANTHONY, FRANCISIAPOLLARO INVESTMENTS, LLCE Control
APOLLARO, ANTHONY, FRANCISIAPOLLARO INVESTMENTS, LLCE Control
APOLLARO, ANTHONY, FRANCISIAPOLLARO INVESTMENTS, LLCE Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLCDECOPPELL ADVISORY SOLUTIONS, LLCD Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLCDECOPPELL ADVISORY SOLUTIONS, LLCD Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLCDECOPPELL ADVISORY SOLUTIONS, LLCD Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLCDECOPPELL ADVISORY SOLUTIONS, LLCD Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLCDECOPPELL ADVISORY SOLUTIONS, LLCD Control
PARTNERS ADVANTAGE INSURANCE SERVICES LLCDECOPPELL ADVISORY SOLUTIONS, LLCD Control
TIETZ, SCOTT, DARRYLIPARTNERS ADVANTAGE INSURANCE SERVICES, LLCD Control
TIETZ, SCOTT, DARRYLIPARTNERS ADVANTAGE INSURANCE SERVICES, LLCD Control
TIETZ, SCOTT, DARRYLIPARTNERS ADVANTAGE INSURANCE SERVICES, LLCD Control
TIETZ, SCOTT, DARRYLIPARTNERS ADVANTAGE INSURANCE SERVICES, LLCD Control
TIETZ, SCOTT, DARRYLIPARTNERS ADVANTAGE INSURANCE SERVICES, LLCD Control
TIETZ, SCOTT, DARRYLIPARTNERS ADVANTAGE INSURANCE SERVICES, LLCD Control
APOLLARO INVESTMENTS, LLCDECOPPELL ADVISORY SOLUTIONS, LLCC Control
APOLLARO INVESTMENTS, LLCDECOPPELL ADVISORY SOLUTIONS, LLCC Control
APOLLARO INVESTMENTS, LLCDECOPPELL ADVISORY SOLUTIONS, LLCC Control
APOLLARO INVESTMENTS, LLCDECOPPELL ADVISORY SOLUTIONS, LLCC Control
APOLLARO INVESTMENTS, LLCDECOPPELL ADVISORY SOLUTIONS, LLCC Control
APOLLARO INVESTMENTS, LLCDECOPPELL ADVISORY SOLUTIONS, LLCC Control
Duffy, Michael, FayIAFFERENT PROVIDER SOLUTIONS, LLCC Control
Duffy, Michael, FayIAFFERENT PROVIDER SOLUTIONS, LLCC Control
Duffy, Michael, FayIAFFERENT PROVIDER SOLUTIONS, LLCC Control
Duffy, Michael, FayIAFFERENT PROVIDER SOLUTIONS, LLCC Control
Duffy, Michael, FayIAFFERENT PROVIDER SOLUTIONS, LLCC Control
Duffy, Michael, FayIAFFERENT PROVIDER SOLUTIONS, LLCC Control

Registrations

Federal

IA
Mar 21, 2017 REGISTERED

Notice Filings (1)

TX

Address

870 S. DENTON TAP RD.
SUITE 250
COPPELL, TX 75019
United States
Phone: 866-254-4235