AFFIRMATIVE FINANCIAL SERVICES

AFFIRMATIVE FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 174344). Regulatory assets under management: $1.7M.

Registration

• CRD: 174344
• Type: Registered investment adviser
• Phone: 2068175239
• Latest filing: 2026-04-06
• Regulatory AUM: $1.7M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174344 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search