Aaf Wealth Management, LLC

Aaf Wealth Management, LLC (CRD# 164646) is a financial advisory firm headquartered in Westborough, MA. They manage $507,143,594 in 725 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
50 Washington Street, Westborough, MA 01581
https://www.linkedin.com/company/aaf-wealth-management
By the Numbers
  • Total Assets Under Management
    507
    MILLION
  • Total Number of Accounts
    725
    ACCOUNTS
  • Average Account Value
    $699,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, NY, RI, TX

Financial Advisors at Aaf Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jonathan Bloom, financial advisor Westborough MA
Jonathan S. Bloom
CRD#: 4816182
50 Washington Street, Westborough, MA 01581

Jonathan Bloom (CRD# 4816182) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has over 17 years of experience in the finance industry.

2
Carmen Grinkis, financial advisor Westborough MA
Carmen M. Grinkis
CRD#: 6281958
50 Washington Street, Westborough, MA 01581

Carmen Grinkis (CRD# 6281958) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has 1 year of experience in the finance industry.

3
Andrew Hammond, financial advisor Westborough MA
Andrew E. Hammond
CRD#: 4170846
50 Washington Street, Westborough, MA 01581

Andrew Hammond (CRD# 4170846) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has over 23 years of experience in the finance industry.

4
Kevin Hodson, financial advisor Westborough MA
Kevin P. Hodson
CRD#: 2691728
50 Washington Street, Westborough, MA 01581

Kevin Hodson (CRD# 2691728) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has over 18 years of experience in the finance industry.

5
Emily Levine, financial advisor Westborough MA
Emily B. Levine
CRD#: 5962404
50 Washington Street, Westborough, MA 01581

Emily Levine (CRD# 5962404) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has over 10 years of experience in the finance industry.

6
Kyle Bourke, financial advisor Westborough MA
Kyle Bourke
CRD#: 7460033
50 Washington Street, Westborough, MA 01581

Kyle Bourke (CRD# 7460033) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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