AAFCPAS Wealth Management, LLC

EST. AUM
$727,644,200

CONTACTS
5

CLIENT ACCOUNTS
897

Firm Details

Metro area Boston
CRD Number 164646
Website aafwealthmanagement.com
Client types

Overview

AAFCPAs is the premier CPA and consulting firm based in New England and considered an attractive alternative to national CPA firms by discerning clients who appreciate exceptional value. It provides audit, tax, accounting, and advisory solutions to nonprofit organizations, commercial companies, and wealthy individuals/estates. Since 1973, its sincere approach to business and service excellence has built a thriving 200+ member firm driven by an altruistic mission to improve the economic well-being and quality of life for all its constituents. AAFCPAs donates 10% of its net profits annually to nonprofit organizations.

Platform Details

Investment Preferences

Alternative Activity