AMERICAN FINANCIAL ADVISORS INC

RIASEC RegisteredEst. 1999

Total AUM

$1.3B

Discretionary

$0

0% of AUM

Avg account

$725K

Accounts

1,765

Employees

8

Advisory reps

7

Firm details

Headquarters: WINTER PARK, Florida
CRD number: 108530
Registered since: September 27, 1999
Website: www.afadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.9%
Individuals16.1%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

American Financial Advisors Inc. is an independent, privately owned registered investment adviser that has been operating since 1999. The firm focuses on individual and family clients and provides a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its compensation model includes asset-based fees alongside hourly and fixed-fee engagements. The firm identifies itself as an active ESG investor and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds100%

Owners & executives

3 of 3

KAREN TORRES
Chief Compliance OfficerCRD 5156024
WILLIAM MERTES
Principal and Chief Investment OfficerCRD 2717949
ALEXANDER BRAS
Business Services CoordinatorCRD 6476761

Contacts

3 of 4

MATTHEW BOYCE
PresidentCRD 2625560
MARK BRAS
DirectorCRD 5328159
JAMES CABLE
Senior Investment Advisor RepresentativeCRD 5615824

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

WINTER PARK, FL

ORANGE

Location

WINTER PARK, FL

Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area: Orlando-Lakeland-Deltona, FL
Region: South
County: ORANGE
Address: 1031 W Morse Blvd
Time zone: ET (UTC-5)
Office locations

Similar firms

ORANGE INVESTMENT ADVISORS, LLC

WINTER PARK, FL

AUM $765MTEAM 4REPS 3

55 NORTH PRIVATE WEALTH

WINTER PARK, FL

AUM $581MTEAM 8REPS 7

MARINER INSTITUTIONAL, LLC

WINTER PARK, FL

AUM $2.8BTEAM 148REPS 23

FINANCIAL HARVEST WEALTH ADVISORS

WINTER PARK, FL

AUM $557MTEAM 9REPS 6

PUNCH CARD MANAGEMENT

WINTER PARK, FL

AUM $505MTEAM 4REPS 2

CEREDEX VALUE ADVISORS LLC

WINTER PARK, FL

AUM $3.4BTEAM 13REPS 6

More RIAs in WINTER PARK →All Florida RIAs →