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AMERICAN FINANCIAL MANAGEMENT, LTD.

CRD 111016 · SEC 801-20003

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211 OWINGS GATE CT, SUITE 302, OWINGS MILLS, MD, 21117, United States

Phone

(443) 339-2115

Fax

(319) 277-0798

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$31.6M

Discretionary AUM

$31.6M

Team

2 total employees; 2 advisory reps; 10 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)PROVIDING INVESTMENT ADVISORS WITH TECHNOLOGY CONSULTING

Client types

TypeClientsAUM
Individuals119$25.4M
High net worth individuals5$6.2M

States served

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

All web addresses on file

Official SEC filing: View on IAPD