AMERICAN FINANCIAL ASSOCIATES, INC.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
EASTON, Pennsylvania
CRD number
29049
Registered since
October 28, 1991
Website
www.afa.me

Firm profile

FINTRX

Overview

American Financial Associates, Inc. is organized as a corporation and has been SEC-registered since 1991. The firm is owned by an individual and is categorized as "Unclassified" in the available record. The dataset indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • WILLIS KELLEY

    Registered RepresentativeCRD 2053997

  • MEGHAN MUNIAK

    Junior AccountantCRD 6379599

  • GREGORY PIAGESI

    Registered RepresentativeCRD 2885937

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth