AFFILIATED FINANCIAL ADVISORS INC

AFFILIATED FINANCIAL ADVISORS INC of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 108154). Regulatory assets under management: $541.5M.

Registration

• CRD: 108154
• SEC file number: 801-57519
• Type: Registered investment adviser
• Location: 2600 NORTH MAYFAIR RD., SUITE 200, MILWAUKEE, WI, 53226
• Phone: 414-476-4999
• Latest filing: 2026-02-27
• Regulatory AUM: $541.5M
• Non-discretionary AUM: $541.5M
• Clients: 4
• Accounts: 2,207

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 108154 on SEC IAPD (source of record)
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