Aa Financial Advisors, LLC

AA Financial Advisors, LLC, established in 1985, is a financial advisory firm owned by F7 Company, LLC, with Ralph Antolino Jr. as the managing member. The firm's proprietary UltraVision System® empowers clients to make financial decisions confidently. Clients receive a Letter of Intent, Math Model, and Summary Opinion Letter as part of the process. The UltraVision Club™ offers tiered membership levels with various benefits. The firm's Portfolio Management Program™ tailors solutions to meet clients' asset allocation targets using strategies like the Foundational Approach, Strategic Asset Management, and Intelligent Portfolios. Clients can enroll in the Automated Investment Program for automated portfolio management. AA Financial Advisors does not charge performance-based fees and acts as a fiduciary. The firm provides services to various clients, including individuals, families, and organizations, without a minimum asset requirement. Investment strategies are based on fundamental, technical, and hypothetical analysis. The firm's Code of Ethics ensures integrity and transparency in personal securities transactions. AA Financial Advisors recommends custodians like Charles Schwab and BNY Mellon and receives non-soft dollar benefits from them. The firm has custody of client funds for fee deduction purposes and offers discretionary investment advisory services. Clients receive quarterly statements from custodians and can impose restrictions on discretionary authority. The firm does not vote client securities and has a sound financial condition.