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AFA INC.
AFA INC.
AFFINITY FINANCIAL ADVISORS
LAWRENCE, Kansas
·
6 registered advisors
·
CRD# 114412
SEC# 801-62611
5
785-841-4664
01
Firm Overview
AUM
$466M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at AFA INC.
6 registered advisors
James M Moore
LAWRENCE, Kansas
CRD# 5785151
Judith Lynn Mcdaniel
LAWRENCE, Kansas
CRD# 706142
Karey Anne Chester
LAWRENCE, Kansas
CRD# 3113952
Peter Douglas Knutson
LAWRENCE, Kansas
CRD# 2407105
Victoria Marie Bogner
LAWRENCE, Kansas
CRD# 5048328
Wayne Logan Mcdaniel
LAWRENCE, Kansas
CRD# 706143
05
Office Locations
LAWRENCE, Kansas
6 advisors
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Data sourced from SEC Form ADV filings. AFA INC. (CRD# 114412) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.