AA Financial Advisors, LLC is a reputable local investment advisory firm based in Columbus, OH. With over 590 individual clients and a staggering $725,251,000 in assets under management, they have established themselves as a trusted financial partner. The firm operates from two well-equipped offices, providing comprehensive investment advisory services to their diverse clientele.
While AA Financial Advisors primarily caters to high net worth individuals, they also possess the expertise to manage employer funds, although such accounts represent less than 30% of their assets under management. Approximately 15% of the assets they ov...
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Assets Under Mgmt
$725.25M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.