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AFC ASSET MANAGEMENT SERVICES, INC.
AFC ASSET MANAGEMENT SERVICES, INC.
GAITHERSBURG, Maryland
·
2 registered advisors
·
CRD# 115737
SEC# 801-71094
301-588-5000
01
Firm Overview
AUM
$31M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other advisory services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AFC ASSET MANAGEMENT SERVICES, INC.
2 registered advisors
Barry Lee Cliff
GAITHERSBURG, Maryland
CRD# 48695
Veska Dimitrova Kita
GAITHERSBURG, Maryland
CRD# 4425074
05
Office Locations
GAITHERSBURG, Maryland
2 advisors
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Data sourced from SEC Form ADV filings. AFC ASSET MANAGEMENT SERVICES, INC. (CRD# 115737) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.