AMERICAN FINANCIAL MANAGEMENT, LTD.

RIASEC RegisteredEst. 1983

Total AUM

$31.6M

Discretionary

$31.6M

100% of AUM

Avg account

$204K

Accounts

155

Employees

Advisory reps

Firm details

Headquarters: OWINGS MILLS, Maryland
CRD number: 111016
Registered since: October 26, 1983
Website: www.afm-ria.com
Custodians: CHARLES SCHWAB & CO., INC., ORION, JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals80.38%
HNWI19.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

American Financial Management, Ltd. is an independent registered investment adviser that has been operating since 1983 and serves a client base made up primarily of individuals and families. The firm combines portfolio management and financial planning with insurance brokerage services, positioning itself to integrate retirement and legacy planning with investment management. Its advisory mandate covers portfolios for individuals and small businesses as well as advisory relationships with businesses or institutions. Investment activity centers on pooled public funds, with the firm favoring mutual funds as the backbone of client portfolios. American Financial Management, Ltd. does not operate as a capital allocator or run its own private investment funds; instead it relies on third-party managers and vehicles. The firm is not active in ESG investing and operates across multiple states.