APPLIED FINANCE ADVISORS, LLC
San Antonio, United States · CRD 140054
SEC-registered investment adviser since 2006 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$2.1bn
- Main clients (by assets)Mutual funds and ETFs 100%
- Websiteappliedfinancefunds.com
- Form ADV · 2026-03-30SEC adviser record
- Kindmutual funds
- Others nearbySan Antonio, TX
As an employer
- Staff (Form ADV)6 · 4 in investment roles
- Offices in1 country