Affiliated Financial Advisors Inc
● SEC registered since 2000CRD 108154SEC# 801-57519Milwaukee, WI
Reg. AUM
$541.5M
Employees
4
Accounts
2,207
Location
Milwaukee, WI
Affiliated Financial Advisors Inc assets under management
Affiliated Financial Advisors Inc operates as an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 2000. It reports $541.5 million in regulatory assets under management and employs 4 people.
Affiliated Financial Advisors Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Matthew Schmidley Control | Director, President, Ceo And Chief Compliance Officer | Over 75% | 1992 |
Frequently asked questions
How much does Affiliated Financial Advisors Inc manage?
Affiliated Financial Advisors Inc reports $541.5 million in regulatory assets under management on its Form ADV.
How many employees does Affiliated Financial Advisors Inc have?
Affiliated Financial Advisors Inc reports 4 employees.
Where is Affiliated Financial Advisors Inc located?
Affiliated Financial Advisors Inc is based in Milwaukee, WI and has been SEC-registered since 2000.
Does Affiliated Financial Advisors Inc disclose fund performance?
Affiliated Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2600 North Mayfair Rd., Suite 200, Milwaukee, WI 53226 |
| Phone | 414-476-4999 |
| Fax | 414-476-4889 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$541.5M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$541.5Mregulatory AUM
Discretionary $0Non-discretionary $541.5M