Financial Affairs Advisory, Inc.

Financial Affairs Advisory, Inc. (CRD# 112121) is a financial advisory firm headquartered in Green Bay, WI. They manage $10,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
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.

WI

Financial Advisors at Financial Affairs Advisory, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Pravin K. Shah
CRD#: 419646
1825 S. Webster Avenue, Suite 101, Green Bay, WI 54301
96
Wealthminder
score

Pravin Shah (CRD# 419646) is an Investment Advisor Representative working at Financial Affairs Advisory, Inc. in Green Bay, WI and has over 27 years of experience in the finance industry. Pravin Shah has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Pravin K. Shah
CRD#: 1311701
1825 S. Webster Avenue, Suite 101, Green Bay, WI 54301
93
Wealthminder
score

Pravin Shah (CRD# 1311701) is an Investment Advisor Representative working at Financial Affairs Advisory, Inc. in Green Bay, WI and has over 32 years of experience in the finance industry.

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