About AFS Financial Group
AFS Financial Group is a company based in Bethesda (United States) founded in 1988 by Alp A Atabek was acquired by HUB International in December 2023. It operates as a Professional Services. AFS Financial Group offers products and services including Financial Planning, Investment Management, and Retirement Planning. AFS Financial Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Bethesda, United States
- Founders Alp A Atabek
-
Sectors
Financial Services
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Hub Investment Partners
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
- Investors
-
Employee Count
Not available
-
Acquired by
HUB International
(Dec 04, 2023)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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.
Funding Insights of AFS Financial Group
Detailed funding history for AFS Financial Group
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
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.
|
Locked | Locked | Locked |
Investor details for AFS Financial Group
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by AFS Financial Group
Investment portfolio details for AFS Financial Group
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - AFS Financial Group
Detailed financials for AFS Financial Group
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Afs Financial Group Comparisons
Peer comparison for AFS Financial Group
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of AFS Financial Group
AFS Financial Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Wealth management, investment advisory, and financial services are provided.
|
|
| Locked | Locked | Locked |
Northwestern Mutual is engaged in financial planning and insurance services.
|
|
| Locked | Locked | Locked |
Retirement, investment, and insurance products and services are provided.
|
|
| Locked | Locked | Locked |
Asset management and investment advisory services are provided to clients.
|
Detailed competitors of AFS Financial Group
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Afs Financial Group
Complete news archive for AFS Financial Group
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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, Investec and S&P Global.
AFS Financial Group offers Financial Planning, Investment Management, and Retirement Planning.
AFS Financial Group has 1 investor. Key investors include HUB International.