ASSOCIATED FINANCIAL PARTNERS, INC.

ASSOCIATED FINANCIAL PARTNERS, INC. is an SEC-registered investment adviser (CRD 174988). Regulatory assets under management: $40.8M.

Registration

• CRD: 174988
• Type: Registered investment adviser
• Phone: 678-777-8836
• Latest filing: 2026-03-16
• Regulatory AUM: $40.8M
• Non-discretionary AUM: $40.8M
• Clients: 1
• Accounts: 115

Business model

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

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174988 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search