Applied Finance Advisors, LLC

Applied Finance Advisors, LLC (CRD# 140054) is a financial advisory firm headquartered in San Antonio, TX. They manage $1,304,240,181 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
17806 Ih 10, Suite 300, San Antonio, TX 78257
https://www.appliedfinancefunds.com
By the Numbers
  • Total Assets Under Management
    1,304
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $326,060,045
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Applied Finance Advisors, LLC
No Advisor Found.

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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