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
Advanced Financial Solutions, Inc.
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts193ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, TX
Financial Advisors at Advanced Financial Solutions, Inc.
1
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 (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.
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