American Financial Advisors, LLC
Firm details
- Headquarters
- Marietta, Georgia
- CRD number
- 115824
- Registered since
- December 13, 2001
- Website
- www.afainvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.2%
- Individuals21.25%
- Corporations / Businesses1.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
American Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2001. The firm serves both individual/family and institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. American Financial Advisors was named to FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities13%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
Owners & executives
1 of 1
Andria Williams
Chief Compliance OfficerCRD 4862402
Contacts
1 of 1
Michael Stark
Founder and PrincipalCRD 2918605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$913M in ETFs
80%
$728M
13%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $88.4M | 120,032 | 9.68% |
Location
Marietta, GA
Cobb
Location
Marietta, GA
Headquartered in Marietta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cobb
- Address
- 2551 Roswell Rd
- Time zone
- ET (UTC-5)
- Office locations
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