American Financial Associates, Inc.
Firm details
- Headquarters
- Easton, Pennsylvania
- CRD number
- 29049
- Registered since
- October 28, 1991
- Website
- www.afa.me
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Willis Kelley
Registered RepresentativeCRD 2053997
Meghan Muniak
Junior AccountantCRD 6379599
Gregory Piagesi
Registered RepresentativeCRD 2885937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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