Overview
Assets Under Management: $217 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 119
Average Client Assets: $0.7 million
Frequently Asked Questions
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. 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 #119449), AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. is subject to fiduciary duty under federal law.
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. is headquartered in BERWYN, PA.
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. serves 119 high-net-worth clients according to their SEC filing dated August 29, 2018. View client details ↓
According to their SEC Form ADV, AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. manages $217 million in client assets according to their SEC filing dated August 29, 2018.
According to their SEC Form ADV, AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.32%
Average Client Assets: $0.7 million
Total Client Accounts: 813
Discretionary Accounts: 493
Non-Discretionary Accounts: 320
Regulatory Filings
CRD Number: 119449
Filing ID: 1238053
Last Filing Date: 2018-08-29 14:59:00