← Tributary

AFFILIATED FINANCIAL ADVISORS INC

MILWAUKEE, WI · CRD 108154 · IAPD ↗ · affiliatedfa.com · 414-476-4999

$541.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — AFFILIATED FINANCIAL ADVISORS INC crossed $500M in regulatory AUM ($462.1M -> $541.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
April 2024 — AFFILIATED FINANCIAL ADVISORS INC notice-filed in AZ, MA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.