AFS INVESTMENTS

AFS INVESTMENTS of TURLOCK, CA is an SEC-registered investment adviser (CRD 163928). Regulatory assets under management: $56.5M.

Registration

• CRD: 163928
• Type: Registered investment adviser
• Location: 200 N BROADWAY AVE, SUITE E, TURLOCK, CA, 95380
• Phone: 916-987-7335
• Latest filing: 2026-03-25
• Regulatory AUM: $56.5M
• Discretionary AUM: $31.3M
• Non-discretionary AUM: $25.2M
• Clients: 5
• Accounts: 328

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 163928 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search