AFI Wealth Strategies - Ownership and Business Overview

Business ServicesCompany

AFI Wealth Strategies Ownership

Who owns AFI Wealth Strategies?

AFI Wealth Strategies is owned by Mercer Advisors. It was acquired on June 23, 2021.

AFI Wealth Strategies Business Overview

Where is AFI Wealth Strategies headquartered?

AFI Wealth Strategies is headquartered in Green Bay, Wisconsin.

What sector is AFI Wealth Strategies in?

AFI Wealth Strategies is a business services company.

Business Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, business services ranked 2 in number of deals in 2021. The largest business services acquisition in 2021 was UDG Healthcare - which was acquired by CD&R for $3.7B.

Join Mergr to view all 1266 acquisitions of business services companies in 2021, including 176 acquisitions by private equity firms, and 1090 by strategics.

AFI Wealth Strategies

A. Farah Investments, LLC

2985 Voyager Dr,
Green Bay, Wisconsin 54311
United States,
(920) 496-7926
www.afiwealthstrategies.com

AFI Wealth Strategies is a wealth management firm that serves approximately 220 clients with assets under management ("AUM") of approximately $240 million. AFI was founded by Andrew E. Farah CIMA and offers boutique wealth strategy services, managing and planning the financial futures of many high-net-worth individuals, families, and their businesses.


Company Summary

SECTOR

Business Services

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