AFFINITY FINANCIAL ADVISORS
  • AFFINITY FINANCIAL ADVISORS
  • AFA INC.
  • RYAN SMITH FINANCIAL
  • PHILLIPS FINANCIAL ADVISORS
  • MKFP, LLC
  • MCDANIEL KNUTSON, INC.
  • MCDANIEL KNUTSON INC.
  • MCDANIEL KNUTSON FINANCIAL PARTNERS
  • MCDANIEL & MCDANIEL, INC.
  • MCDANIEL & MCDANIEL FINANCIAL SERVICES, INC.
  • MCDANIEL & MCDANIEL FINANCIAL SERVICES

Adviser Profile

As of Date 10/08/2023
Registration status Terminated
ADV Location LAWRENCE, KS, United States
Contact Info 785 xxxxxxx
Websites
AUM* 466,300,682 -10%
of that, discretionary 466,300,682 -9%
Number of Employees 22 10%
of those in investment advisory functions 22 10%
Private Fund GAV* 0
Avg Account Size 204,697 -9%
% High Net Worth 18.42% -21%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

515M 441M 368M 294M 221M 147M 74M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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