Overview
Assets Under Management: $895 million
Headquarters: MARIETTA, GA
High-Net-Worth Clients: 324
Average Client Assets: $2 million
Frequently Asked Questions
AMERICAN FINANCIAL ADVISORS, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115824), AMERICAN FINANCIAL ADVISORS, LLC. is subject to fiduciary duty under federal law.
AMERICAN FINANCIAL ADVISORS, LLC. is headquartered in MARIETTA, GA.
AMERICAN FINANCIAL ADVISORS, LLC. serves 324 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, AMERICAN FINANCIAL ADVISORS, LLC. offers financial planning and portfolio management for individuals. View all service details ↓
AMERICAN FINANCIAL ADVISORS, LLC. manages $895 million in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, AMERICAN FINANCIAL ADVISORS, LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 324
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,950
Discretionary Accounts: 1,950
Regulatory Filings
CRD Number: 115824
Filing ID: 1957127
Last Filing Date: 2025-03-18 11:53:00
Website: https://afainvestments.com