Advisor Financial Services, LLP

Advisor Financial Services, LLP (CRD# 110115) is a financial advisory firm headquartered in Woodstock, GA. They manage $511,967,924 in 1,776 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    512
    MILLION
  • Total Number of Accounts
    1,776
    ACCOUNTS
  • Average Account Value
    $288,270
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Advisor Financial Services, LLP
Showing 1 - 1 of 1 top financial advisors.
1
Kyle A. Glerum
CRD#: 6170432
Emerald Lake Hills, CA
90
Wealthminder
score

Kyle Glerum (CRD# 6170432) is an Investment Advisor Representative working at Advisor Financial Services, LLP in Emerald Lake Hills, CA and has over 3 years of experience in the finance industry.

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