Am Financial Services, Inc.

Am Financial Services, Inc. (CRD# 118361) is a financial advisory firm headquartered in Honolulu, HI. They manage $2,300,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $79,310
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Am Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David S. Apo
CRD#: 1031229
Honolulu, HI
93
Wealthminder
score

David Apo (CRD# 1031229) is an Investment Advisor Representative working at Am Financial Services, Inc. in Honolulu, HI and has over 34 years of experience in the finance industry.

2
Ellen M. Mimori
CRD#: 2181661
Honolulu, HI
93
Wealthminder
score

Ellen Mimori (CRD# 2181661) is an Investment Advisor Representative working at Am Financial Services, Inc. in Honolulu, HI and has over 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.