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AFFERENT INVESTMENTS, LLC
AFFERENT INVESTMENTS, LLC
COPPELL, Texas
·
2 registered advisors
·
CRD# 282422
SEC# 801-107207
866-254-4235
01
Firm Overview
AUM
$3M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISER FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AFFERENT INVESTMENTS, LLC
2 registered advisors
John Scott Johnson
COPPELL, Texas
CRD# 2125760
Michael Fay Duffy
COPPELL, Texas
CRD# 6596189
05
Office Locations
COPPELL, Texas
2 advisors
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Data sourced from SEC Form ADV filings. AFFERENT INVESTMENTS, LLC (CRD# 282422) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.