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 is recorded as an SEC-registered adviser since 1991. Publicly available entries identify the firm as individually owned and classify it as “unclassified” in the dataset. Several typical adviser descriptors—client mix, fee structure, business and advisory activities—are not populated in the source material. The dataset also flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
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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