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 incorporated and has been registered with the SEC since 1991. Ownership is held by an individual rather than a corporate parent or broader partnership structure. The firm's public classification is listed as “unclassified,” and the limited disclosure in the snapshot leaves basic items—such as client segments, fee schedules, and detailed advisory services—unspecified. Regulatory and operating flags on the record show a narrow public footprint: the firm is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or related adviser. Those attributes suggest a small, straightforward adviser profile, although the underlying client focus and service mix are not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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