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Afferent Investments, LLC (Coppell)


Afferent Investments, LLC is a related adviser based in Coppell. It manages $3.14 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

Afferent Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Afferent Investments: assets under management

The assets under management (AUM) of Afferent Investments, LLC is $3.14 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.31 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Afferent Investments, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Scott Darryl Tietz Manager and ceo 1 Apr 2003 50% - 75% 1230020
Anthony Francis Apollaro Managing member 1 Oct 2006 75% - 100% 2524799
Ryan Joseph Borer Managing member/chief operating officer 1 Feb 2011 Other 4336934
Llc Apollaro Investments Member 1 Aug 2012 25% - 50% 20-5763039
Partners Advantage Insurance Services Llc Member 1 Aug 2012 50% - 75% 71-0941992
Michael Fay Duffy Managing member 1 Oct 2015 25% - 50% 6596189

Based in Coppell

The principal office where Afferent Investments, LLC performs its advisory services is located at 870 S. Denton Tap Rd., Coppell, TX 75019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-254-4235 or by fax 888-607-8601. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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