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AFS, LLC Overview

Type
Multi Family Office

General Information

AFS, LLC is a multi-family office headquartered in Aspen. Founded in 2009 by investment professional Sallie R. Klein, the firm builds on her two-decade career in brokerage, private banking and family-office operations, channeling earned financial-services wealth into discreet administration for multiple families. AFS, LLC coordinates expense management, performance reporting, and advisor oversight while safeguarding documents and streamlining complex finances across generations.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Aspen, CO, United States

Portfolio & Notable Allocations

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