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 has been registered with the SEC since 1991. The firm is held by an individual owner and is recorded as an unclassified adviser in the available dataset. The record indicates the firm is not positioned as a capital allocator and does not report active ESG investing activity. The data source does not include descriptions of the firm’s client segments, fee schedule, core business lines, or detailed advisory activities. Several adviser attributes are flagged negative in the public record: the firm is not listed as a multistate adviser, not newly formed, not a pension consultant, and not identified as a related adviser to another entity.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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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