American Financial Management Group, Ltd.
American Financial Management Group, Ltd. (CRD# 119449) is a financial advisory firm headquartered in Berwyn, PA. They manage $129,564,988 in 630 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
American Financial Management Group, Ltd.
By the Numbers
-
Total Assets Under Management130MILLION
-
Total Number of Accounts630ACCOUNTS
-
Average Account Value$205,659
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, FL, LA, NC, NJ, PA
Financial Advisors at American Financial Management Group, Ltd.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.