RIA Intelligence

AFC ADVISOR LLC

CRD #318888 SEC #801-123456 WEST PALM BEACH, FL 561-510-2390
SEC Registered
Total AUM
$110M
Discretionary
$110M
Employees
25
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 24, 2022
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KATZ, GABRIEL, AARONICHIEF COMPLIANCE OFFICERNA Control
KATZ, GABRIEL, AARONICHIEF COMPLIANCE OFFICERNA Control
KAUFMAN, BRETT, HEATHICHIEF FINANCIAL OFFICERNA Control
KAUFMAN, BRETT, HEATHICHIEF FINANCIAL OFFICERNA Control
TANNENBAUM, LEONARD, MARKIMANAGER, CHIEF EXECUTIVE OFFICERD Control
TANNENBAUM, LEONARD, MARKIMANAGER, CHIEF EXECUTIVE OFFICERD Control
JPASSA LLCDEMEMBERB
JPASSA LLCDEMEMBERB
TANNENBAUM FAMILY 2012 TRUSTDEMEMBERB
TANNENBAUM FAMILY 2012 TRUSTDEMEMBERB
BERMAN, BERNARD, DAVIDIPRESIDENTA Control
BERMAN, BERNARD, DAVIDIPRESIDENTA Control
FRIEDMAN, ROBYN, ELYSAIMEMBERA Control
FRIEDMAN, ROBYN, ELYSAIMEMBERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BERMAN, BERNARD, DAVIDITANNENBAUM FAMILY 2012 TRUSTF Control
BERMAN, BERNARD, DAVIDITANNENBAUM FAMILY 2012 TRUSTF Control
KATZ, GABRIEL, AARONITANNENBAUM FAMILY 2012 TRUSTF Control
KATZ, GABRIEL, AARONITANNENBAUM FAMILY 2012 TRUSTF Control
KALIKOW, JONATHAN, GILBERTIJPASSA LLCE Control
KALIKOW, JONATHAN, GILBERTIJPASSA LLCE Control

Registrations

Federal

IA
May 24, 2022 REGISTERED

Notice Filings (3)

CT FL NY

Address

525 OKEECHOBEE BLVD, SUITE 1770
WEST PALM BEACH, FL 33401
United States
Phone: 561-510-2390