American Financial Advisors Inc

RIASEC Registered

Total AUM

$1.3B

Discretionary

0% of AUM

Avg account

$725K

Accounts

1,765

Employees

Advisory reps

Firm details

Headquarters: Winter Park, Florida
CRD number: 108530
Registered since: September 27, 1999
Website: www.afadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.9%
Individuals16.1%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

American Financial Advisors Inc is an independent, individually owned registered investment adviser that has been SEC-registered since 1999. The firm focuses on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and reports it does not operate as a capital allocator.