Advanced Financial Solutions, Inc.

Advanced Financial Solutions, Inc. (CRD# 121538) is a financial advisory firm headquartered in Boise, ID. They manage $28,312,878 in 193 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4700 N. Cloverdale Rd, Suite #101, Boise, ID 83713
http://www.afs-idaho.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $146,699
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, TX

Financial Advisors at Advanced Financial Solutions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Wilhite, financial advisor Boise ID
David A. Wilhite
CRD#: 1100003
4700 N Cloverdale Rd, Suite 101, Boise, ID 83713

David Wilhite (CRD# 1100003) is an Investment Advisor Representative working at Advanced Financial Solutions, Inc. in Boise, ID and has over 41 years of experience in the finance industry.

2
William Overton, financial advisor Boise ID
William H. Overton
CRD#: 7160360
4700 N. Cloverdale Rd, Suite #101, Boise, ID 83713

William Overton (CRD# 7160360) is an Investment Advisor Representative working at Advanced Financial Solutions, Inc. in Boise, ID and has over 4 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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