American Financial Management, Ltd.

American Financial Management, Ltd. (CRD# 111016) is a financial advisory firm headquartered in , . They manage $33,423,445 in 259 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
http://www.afm-reps.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $129,048
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, IA, IN, KS, MD, MI, MN, MO, NE, NM, NV, NY, PA, SD, TN, TX, UT, WA, WI

Financial Advisors at American Financial Management, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Howard Dobson, financial advisor Cedar Falls IA
Howard R. Dobson
CRD#: 723493
6003 University Avenue, Ste C, Cedar Falls, IA 50613

Howard Dobson (CRD# 723493) is an Investment Advisor Representative working at American Financial Management, Ltd. in Cedar Falls, IA and has over 43 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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