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First Affirmative Financial Network LLC

● SEC registered since 1999CRD 109036SEC# 801-56587Colorado Springs, CO
Export (members)
Reg. AUM
$905.2M
Employees
23
Accounts
2,327
Location
Colorado Springs, CO

First Affirmative Financial Network LLC assets under management

First Affirmative Financial Network LLC is an SEC-registered investment adviser based in Colorado Springs, CO. The firm has been registered since 1999. It reports $905.2 million in regulatory assets under management and employs 23 people.

First Affirmative Financial Network LLC owners & executives

6 reported
NameTitleOwnershipSince
First Affirmative, LLCFirst Affirmative, LlcOver 75%2020
George Richard Gay ControlChief Executive OfficerUnder 5%2020
Kathleen Joy Lewis ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does First Affirmative Financial Network LLC manage?

First Affirmative Financial Network LLC reports $905.2 million in regulatory assets under management on its Form ADV.

How many employees does First Affirmative Financial Network LLC have?

First Affirmative Financial Network LLC reports 23 employees.

Where is First Affirmative Financial Network LLC located?

First Affirmative Financial Network LLC is based in Colorado Springs, CO and has been SEC-registered since 1999.

Does First Affirmative Financial Network LLC disclose fund performance?

First Affirmative Financial Network LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5475 Mark Dabling Boulevard, Suite 320, Colorado Springs, CO 80918
Phone719-478-7036
Fax720-836-6401
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1656282
Discloses disciplinary historyNo

Regulatory AUM

$905.2M▼ 5%
Mar '25 — $956.1MApr '25 — $956.1MMay '25 — $956.1MJun '25 — $956.1MJul '25 — $956.1MAug '25 — $956.1MSep '25 — $956.1MOct '25 — $956.1MNov '25 — $956.1MDec '25 — $956.1MJan '26 — $956.1MFeb '26 — $956.1MMar '26 — $905.2MApr '26 — $905.2MMay '26 — $905.2MJun '26 — $905.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$905.2Mregulatory AUM
Discretionary $715.9MNon-discretionary $189.3M