About AFS Financial Group
AFS Financial Group is a Financial Services company based in Bethesda (United States) founded in 1988 by Alp A Atabek, and was acquired by HUB International in December 2023. Personalized financial planning and investment advisory services are provided. It operates on a Professional Services model. AFS Financial Group offers products and services including Financial Planning, Investment Management, and Retirement Planning. Its focus areas include Financials, Investment Management and Wealth Management. Its legal entity is HUB Investment Partners. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
AFS Financial Group, operating under HUB Investment Partners, is focused on delivering comprehensive financial planning, investment management, and retirement planning services. Clients are served across multiple generations with tailored solutions in tax planning, risk management, and multigenerational wealth transfer. The firm operates as a boutique practice with a diverse team of experts, ensuring personalized financial strategies in the wealth management sector.
- Headquarters Bethesda, United States
- Founders Alp A Atabek
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website afsfinancialgroup.com
- Social LinkedIn X Facebook YouTube
- Acquired by HUB International (Dec 2023)
- Legal Name Hub Investment Partners
- Investors
- Acquired byHUB International
(Dec 2023)
Products & Services of AFS Financial Group
AFS Financial Group offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Retirement Planning.
Financial planning services are provided for client wealth management.
Investment management is offered to optimize client asset growth.
Retirement planning is designed to secure future financial stability.
Apps and channels of AFS Financial Group
its YouTube channel HUB Retirement & Private Wealth | Bethesda has 18 subscribers and 30 videos.
Videos from AFS Financial Group
The most watched videos on AFS Financial Group's YouTube channel, HUB Retirement & Private Wealth | Bethesda (18 subscribers). Click a video to play it here.
Investors in AFS Financial Group
AFS Financial Group has secured backing from 1 investor. Prominent investors backing the company include HUB International.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | hubinternational.com | Chicago, United States |
Investor details for AFS Financial Group
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People of AFS Financial Group
1 people are tracked at AFS Financial Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
Alp A Atabek | Founder | Leadership |
Complete people profiles for AFS Financial Group
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Timeline of AFS Financial Group
2 dated milestones of AFS Financial Group across 35 years, from founding to its latest funding, stage changes and deals.
- Founded AFS Financial Group is founded.
- Exit Acquired by HUB International.
Competitors of AFS Financial Group
AFS Financial Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of AFS Financial Group
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Web traffic of AFS Financial Group
The website of AFS Financial Group (afsfinancialgroup.com) receives about 1.7K visits a month.
- Monthly visits1.7K
▲ 253.2% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as AFS Financial Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Afs Financial Group
Complete news archive for AFS Financial Group
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Frequently Asked Questions about AFS Financial Group
AFS Financial Group was founded in 1988.
AFS Financial Group is headquartered in Bethesda, United States. It is registered at Bethesda, Maryland, United States.
AFS Financial Group, operating under HUB Investment Partners, is focused on delivering comprehensive financial planning, investment management, and retirement planning services. Clients are served across multiple generations with tailored solutions in tax planning, risk management, and multigenerational wealth transfer. The firm operates as a boutique practice with a diverse team of experts, ensuring personalized financial strategies in the wealth management sector.
AFS Financial Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
AFS Financial Group offers Financial Planning, Investment Management, and Retirement Planning.
AFS Financial Group has 1 investor. Key investors include HUB International.
AFS Financial Group operates through Hub Investment Partners.
Yes. AFS Financial Group was acquired by HUB International in December 2023.