Advanced Financial Strategists Inc (Suwanee)

Name: Advanced Financial Strategists Inc
Address: 1325 Satellite Boulevard, Suwanee, GA, 30024 4651
Telephone: 770-476-3899

Advanced Financial Strategists Inc is an adviser based in Suwanee. It manages $99.17 million of regulatory assets for 552 client accounts. It has been registered with the SEC as an adviser since 2001.

Advanced Financial Strategists provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Advanced Financial Strategists: assets under management

The assets under management (AUM) of Advanced Financial Strategists Inc is $99.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $99.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $179.66 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advanced Financial Strategists Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Advanced Financial Strategists Inc

John Dennis Holden has been acting as President since 1 Dec 1991. Lynn Rossman Gunzenhauser joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Dennis Holden	President	1 Dec 1991	75% - 100%	2006574
Eric Christopher Loyd	Cco	1 Sep 2004	Other	2378616
Brandon Keith Sproles	Cis	1 Jan 2005	Other	4055034
Lynn Rossman Gunzenhauser	Chief compliance officer	1 Jan 2011	Other	1270491

Based in Suwanee

The principal office where Advanced Financial Strategists Inc performs its advisory services is located at 1325 Satellite Boulevard, Suwanee, GA 30024 4651, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-476-3899 or by fax 770-622-3653. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.advancedfinancial.com.