Kyle
Bourke
Aaf Wealth Management, LLC
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About this Advisor
Kyle Bourke is a financial advisor based in Westborough, Massachusetts who has 2 years of relevant experience. Bourke is an employee of Aaf Wealth Management, LLC. Throughout their career, Bourke has worked at Aaf Wealth Management, LLC, Aafcpas, University Of Miami and Needham High School. Bourke maintains a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Florida and Massachusetts. Aaf Wealth Management, LLC is a financial advisory company based out of Westborough, MA. It manages $385 million in total assets among its 673 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 673 client accounts, 42% are held by high-net-worth clients who have greater than $1 million in assets. The business has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fees vary depending on which services the firm provides the client. Fee types billed by Aaf Wealth Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aaf Wealth Management, LLC Brokerage Details
$385,347,888
9
673
$572,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Kyle Bourke Work History
Kyle has been registered as a financial advisor for 2 years.*
Aaf Wealth Management, LLC
Aafcpas
University Of Miami
Needham High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Bourke 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 Aaf Wealth Management, LLC
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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