ADVANCED FINANCIAL ANALYSIS, LLC

ADVANCED FINANCIAL ANALYSIS, LLC is an SEC-registered investment adviser (CRD 165505). Regulatory assets under management: $5.3M.

Registration

• CRD: 165505
• Type: Registered investment adviser
• Phone: 410-279-3250
• Latest filing: 2026-02-19
• Regulatory AUM: $5.3M
• Non-discretionary AUM: $5.3M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165505 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search