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, individual-owned registered investment adviser that has operated since 2001. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and also serves institutional clients. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm does not position itself as a multi-state adviser or an active ESG investor, and it does not act as a capital allocator. American Financial Advisors received recognition from FA Magazine in 2020 as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1ANDRIA WILLIAMS
Chief Compliance OfficerCRD 4862402
Contacts
2 of 2MICHAEL STARK
Founder and PrincipalCRD 2918605
Margaret Remeika
Associate AdvisorCRD 7353034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$842M in ETFs
81%
$685M
13%
$157M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $73.8M | 127,911 | 8.77% |
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
Similar firms
NICHOLAS WEALTH MANAGEMENT
RIAMARIETTA, GA
MARIETTA WEALTH MANAGEMENT, LLC
RIAMARIETTA, GA
WISER WEALTH MANAGEMENT, INC
RIAMARIETTA, GA
NARWHAL CAPITAL MANAGEMENT
RIAMARIETTA, GA
SOUTHBRIDGE ADVISORS, LLC
RIAMARIETTA, GA
PAUL MANNERS & ASSOCIATES, INC.
RIAMARIETTA, GA