ADVANCED FINANCIAL STRATEGISTS INC

ADVANCED FINANCIAL STRATEGISTS INC of DULUTH, GA is an SEC-registered investment adviser (CRD 106463). Regulatory assets under management: $60.6M.

Registration

• CRD: 106463
• SEC file number: 801-40663
• Type: Registered investment adviser
• Location: 3473 SATELLITE BLVD STE 212, DULUTH, GA, 30096
• Phone: 770-476-3899
• Latest filing: 2026-03-11
• Regulatory AUM: $60.6M
• Discretionary AUM: $49.0M
• Non-discretionary AUM: $11.6M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 106463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search