First Affirmative Financial Network LLC

Assets Under Management

$956.1M

Number of Clients

2,316

Number of Advisors

10

Average Client AUM

$413K

AUM per Advisor

$95.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

First Affirmative Financial Network provides values-aligned investment advice and faith-based investing through a network of advisors. They offer discretionary investment advisory services tailored to individual client needs, integrating values-based criteria. Services include financial planning, OCIO services, and access to illiquid securities. They also publish newsletters and monitor class action litigation.

Fee Structure

Minimum Investment:$25K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingSocially Responsible InvestingHigh Net Worth
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Location

5475 Mark Dabling Boulevard, Suite 320, Colorado Springs, CO, 80918

10 Advisors at this firm

First Affirmative Financial Network Llc | TrueAdvisor