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Barry Lee Cliff

AFC ASSET MANAGEMENT SERVICES, INC.·GAITHERSBURG, Maryland
Unclaimed Profile
18310 MONTGOMERY VILLAGE AVENUE, GAITHERSBURG, MD 20879-3551CRD# 48695Firm CRD# 115737
01

About

Barry Lee Cliff is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with AFC ASSET MANAGEMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AFC ASSET MANAGEMENT SERVICES, INC.
AFC ASSET MANAGEMENT SERVICES, INC.
AUM
$31M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at AFC ASSET MANAGEMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other advisory services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 48695
Firm CRD# 115737
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barry Lee Cliff offer?
Barry Lee Cliff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are Barry Lee Cliff's credentials?
Barry Lee Cliff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Lee Cliff located?
Barry Lee Cliff is based in GAITHERSBURG, Maryland, working with AFC ASSET MANAGEMENT SERVICES, INC.. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Barry Lee Cliff charge for services?
Barry Lee Cliff's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFC ASSET MANAGEMENT SERVICES, INC.?
AFC ASSET MANAGEMENT SERVICES, INC. has approximately 6 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GAITHERSBURG
Linda Ann Mundy — CHESAPEAKE ASSET MANAGEMENT CO INCRodney Noel Ellis — NEA'S MEMBER BENEFITS CORPORATIONJohn Peter Mcglaughlin — MY WEALTH MANAGEMENT, INC.David Mayo Carmichael — CARMICHAEL HILL & ASSOCIATES INCMark Simons — NEA'S MEMBER BENEFITS CORPORATION
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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