American Financial Associates, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Easton, Pennsylvania
CRD number
29049
Registered since
October 28, 1991
Website
www.afa.me

Firm profile

FINTRX

Overview

American Financial Associates, Inc. is organized as a corporation and is recorded as an SEC-registered adviser since 1991. Publicly available entries identify the firm as individually owned and classify it as “unclassified” in the dataset. Several typical adviser descriptors—client mix, fee structure, business and advisory activities—are not populated in the source material. The dataset also flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • Willis Kelley

    Registered RepresentativeCRD 2053997

  • Meghan Muniak

    Junior AccountantCRD 6379599

  • Gregory Piagesi

    Registered RepresentativeCRD 2885937

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Easton, PA

Northampton

Location

Easton, PA

Headquartered in Easton, PA, in the Northeast of the United States.

Region
Northeast
County
Northampton
Address
1700 Northampton St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth