American Financial Associates, Inc.
Firm details
- Headquarters
- Easton, Pennsylvania
- CRD number
- 29049
- Registered since
- October 28, 1991
- Website
- www.afa.me
Firm profile
FINTRXOverview
American Financial Associates, Inc. is organized as a corporation and has been registered with the SEC since 1991. The firm is held by an individual owner and is recorded as an unclassified adviser in the available dataset. The record indicates the firm is not positioned as a capital allocator and does not report active ESG investing activity. The data source does not include descriptions of the firm’s client segments, fee schedule, core business lines, or detailed advisory activities. Several adviser attributes are flagged negative in the public record: the firm is not listed as a multistate adviser, not newly formed, not a pension consultant, and not identified as a related adviser to another entity.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Willis Kelley
Registered RepresentativeCRD 2053997
Meghan Muniak
Junior AccountantCRD 6379599
Gregory Piagesi
Registered RepresentativeCRD 2885937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Easton, PA
Northampton
Location
Easton, PA
Headquartered in Easton, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Northampton
- Address
- 1700 Northampton St
- Time zone
- ET (UTC-5)
- Office locations
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