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 a corporation that has been SEC-registered since 1991 and is owned by an individual. The firm is classified as "Unclassified" in the available records. It does not identify as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. The firm is also not listed as a pension consultant or as a related adviser to another registered entity.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth