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Affirmed Financial Management Inc (San Jose)


Affirmed Financial Management Inc is a large advisory firm based in San Jose. It manages $49.89 million of regulatory assets for 332 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Affirmed Financial Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Affirmed Financial Management: assets under management

The assets under management (AUM) of Affirmed Financial Management Inc is $49.89 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.68 million in discretionary accounts and $20.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.95 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $120.31 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Affirmed Financial Management Inc for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in San Jose

The principal office where Affirmed Financial Management Inc performs its advisory services is located at 99 Almaden Blvd, San Jose, CA 95113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-295-2981 or by fax 408-295-2833. The normal business hours are 8:00 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.afminc.net.


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