AFS FINANCIAL GROUP, LLC
CRD #306979 SEC #801-118095 BETHESDA, MD (301) 951-2642
SEC Registered
Total AUM
$244.9M
Discretionary
$244.9M
Employees
8
Clients
101
Accounts
705
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $244.9M | $244.9M | $0 | 8 | 5 |
| Feb 2023 | $435.4M | $435.4M | $0 | 8 | 13 |
| Oct 2022 | $505.6M | $505.6M | $0 | 8 | 0 |
| Aug 2022 | $505.6M | $505.6M | $0 | 8 | 0 |
| May 2022 | $505.6M | $505.6M | $0 | 8 | 0 |
| Mar 2022 | $505.6M | $505.6M | $0 | 8 | 0 |
| Mar 2022 | $505.6M | $505.6M | $0 | 8 | 0 |
| May 2021 | $410.9M | $410.9M | $0 | 8 | 0 |
| Apr 2021 | $410.9M | $410.9M | $0 | 8 | 0 |
| Mar 2021 | $410.9M | $410.9M | $0 | 8 | 0 |
| Jan 2021 | $310.7M | $310.7M | $0 | 7 | 0 |
| Sep 2020 | $310.7M | $310.7M | $0 | 7 | 0 |
| Jun 2020 | $310.7M | $310.7M | $0 | 7 | 0 |
| Apr 2020 | $0 | $0 | $0 | 7 | 0 |
| Feb 2020 | $0 | $0 | $0 | 7 | 0 |
| Jan 2020 | $0 | $0 | $0 | 7 | 0 |
DateMar 2024
Total AUM$244.9M
Discretionary$244.9M
Non-Disc.$0
Employees8
Clients5
DateFeb 2023
Total AUM$435.4M
Discretionary$435.4M
Non-Disc.$0
Employees8
Clients13
DateOct 2022
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees8
Clients0
DateMay 2022
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees8
Clients0
DateMay 2021
Total AUM$410.9M
Discretionary$410.9M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$410.9M
Discretionary$410.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$410.9M
Discretionary$410.9M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2020
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0