American Financial Management, LTD.

Assets Under Management

$33.4M

Number of Clients

193

Number of Advisors

2

Average Client AUM

$173K

AUM per Advisor

$16.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

American Financial Management, Ltd. (AFM) is an SEC-registered investment advisor providing asset allocation, risk management, and financial planning services. They manage client portfolios through mutual funds, ETFs, and individual stocks, tailoring strategies to individual goals and risk tolerance. AFM also offers RIA technology consulting services.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Location

501 Fairmount Ave, Suite 203, Towson, MD, 21286

2 Advisors at this firm