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Afc Tax And Accounting Services, Inc. Dba (Lakewood)


Afc Tax And Accounting Services, Inc. Dba is a large advisory firm based in Lakewood. It manages $31.09 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Texas.

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Afc Tax And Accounting Services, Inc. Dba provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Afc Tax And Accounting Services, Inc. Dba: assets under management

The assets under management (AUM) of Afc Tax And Accounting Services, Inc. Dba is $31.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $345.49 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Afc Tax And Accounting Services, Inc. Dba for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lakewood

The principal office where Afc Tax And Accounting Services, Inc. Dba performs its advisory services is located at 900 South Kipling Parkway, Lakewood, CO 80226, which is also the mailing address of the firm. An additional office of the firm is in Evergreen, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-989-5900 or by fax 303-986-3973. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at afcgroup.com.


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