ADVANCED FINANCIAL SOLUTIONS, INC.
ADVANCED FINANCIAL SOLUTIONS, INC. of BOISE, ID is an SEC-registered investment adviser (CRD 121538). Regulatory assets under management: $16.7M.
Registration
- CRD: 121538
- SEC file number: 801-70973
- Type: Registered investment adviser
- Location: 4700 N. CLOVERDALE RD, BOISE, ID, 83713-1081
- Phone: 208-376-0091
- Latest filing: 2026-03-31
- Regulatory AUM: $16.7M
- Discretionary AUM: $16.7M
- Clients: 2
- Accounts: 163
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| WILHITE DAVID ARTHUR | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PRESIDENT | — |
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