Afc Tax And Accounting Services, Inc. is a large advisory firm based in Lakewood. It manages $51.42 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Nebraska and Texas.
Afc Tax And Accounting Services 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.
The assets under management (AUM) of Afc Tax And Accounting Services, Inc. is $51.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Afc Tax And Accounting Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Afc Tax And Accounting Services, Inc. is owned by Andrew David Carpinelli. Matthew Quinn Carpinelli has been acting as President since 1 Aug 2002. Barbara M Carpinelli joined the executive team most recently as the Owner & Secretary.
The principal office where Afc Tax And Accounting Services, Inc. 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.