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Affiliated Financial Advisors Inc
AFFILIATED FINANCIAL ADVISORS INC is an SEC-registered investment adviser in MILWAUKEE, WI, registered since 2000. The firm manages approximately $541 million...
Affiliated Financial Advisors Inc
AFFILIATED FINANCIAL ADVISORS INC is an SEC-registered investment adviser in MILWAUKEE, WI, registered since 2000. The firm manages approximately $541 million in regulatory assets. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
How does the firm's fiduciary duty affect its investment recommendations?
As an RIA, the firm is legally required to act in the best interest of its clients under the Investment Advisers Act. This fiduciary standard means it must disclose conflicts of interest, ensure fee transparency, and prioritize client goals over its own profits. Investment recommendations are expected to be suitable and aligned with each client's risk tolerance and objectives.
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