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).
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Total Assets Under Management230MILLION
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Total Number of Accounts410ACCOUNTS
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Average Account Value$559,875
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, TX
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.
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.
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.