American Financial Services Group, Inc.

American Financial Services Group, Inc. (CRD# 138236) is a financial advisory firm headquartered in Rocklin, CA. They manage $2,756,130 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at American Financial Services Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
Donald W. Gregg
CRD#: 4762264
5816 Balfor Rd, Rocklin, CA 95765

Donald Gregg (CRD# 4762264) is an Investment Advisor Representative working at American Financial Services Group, Inc. in Rocklin, CA and has over 14 years of experience in the finance industry.

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