# Affiliated Financial Advisors Inc

Affiliated Financial Advisors Inc is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 108154
- **SEC file number:** 801-57519
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108154

## About

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.

## 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.

## Related profiles

- [CADINHA & CO LLC](https://altss.com/profile/cadinha-and-co-llc)
- [SEIA](https://altss.com/profile/seia)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/affiliated-financial-advisors-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology