Advanced Financial Strategies Inc.

Advanced Financial Strategies Inc. (CRD# 108296) is a financial advisory firm headquartered in Irvine, CA. They manage $229,548,548 in 410 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5 Hubble, Irvine, CA 92618
http://www.afsplanning.com
By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $559,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, TX

Financial Advisors at Advanced Financial Strategies Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Pierre Ngo, financial advisor Irvine CA
Pierre N. Ngo
CRD#: 1519944
5 Hubble, Irvine, CA 92618

Pierre Ngo (CRD# 1519944) is an Investment Advisor Representative working at Advanced Financial Strategies Inc. in Irvine, CA and has over 37 years of experience in the finance industry.

2
Jonathon Nguyen, financial advisor Irvine CA
Jonathon V. Nguyen
CRD#: 4775034
5 Hubble, Irvine, CA 92618

Jonathon Nguyen (CRD# 4775034) is an Investment Advisor Representative working at Advanced Financial Strategies Inc. in Irvine, CA and has 1 year of experience in the finance industry.

3
Patricia Vasquez, financial advisor Irvine CA
Patricia Vasquez
CRD#: 5869680
5 Hubble, Irvine, CA 92618

Patricia Vasquez (CRD# 5869680) is an Investment Advisor Representative working at Advanced Financial Strategies Inc. in Irvine, CA and has 1 year 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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