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AFFILIATED FINANCIAL ADVISORS INC

EIN 39-1744613-investment management-Latest filing 2025
Plans
1
Retirement
1
$5.0M assets
Welfare
0
Participants
7
2600 N MAYFAIR RD, SUITE 200 - MILWAUKEE, WI 53226414-476-4999affiliatedfa.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$5.0M - 7 part

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Retirement#001

AFA 401(K) RETIREMENT PLAN

401k

Assets$5.0M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AFA 401(K) RETIREMENT PLAN401k$5.0M72025
Retirement plans
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