Olivia
Demissie

Afs Financial Group, LLC

CRD#5637148
Investment Advisor
in Bethesda, MD

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About this Advisor

Olivia Demissie is a financial advisor based in Bethesda, Maryland, working with Afs Financial Group, LLC. Olivia has previously held positions at Afs Financial Group, LLC and Tcg Advisors, LLC A Hub International Company. Olivia has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Olivia is part of Afs Financial Group, LLC, which operates out of Bethesda, Maryland. The firm has 8 employees and manages assets totaling $244.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Afs Financial Group, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

7700 Old Georgetown Rd. Suite 630
Bethesda, MD 20814

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Afs Financial Group, LLC Brokerage Details

Total Assets Under Management

$244,851,443

MD Average: $6,889,882,315
Total Number of Employees

8

MD Average: 45
Total Number of Accounts

705

MD Average: 765
Average Account Size

$347,307

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Olivia Demissie Work History

2023 - Present (1 year)

Tcg Advisors, LLC A Hub International Company

2012 - Present (12 years)

Afs Financial Group, LLC

Disclosures

Please visit the SEC profile of Olivia Demissie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Afs Financial Group, LLC

Christopher Vanderkolk
Bethesda, MD
Olivia Demissie
Bethesda, MD
Daniel Kuper
Bethesda, MD
Jason Dahl
Bethesda, MD
Alp Atabek
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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