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Building 2AMERICAN FINANCIAL MANAGEMENT, LTD.

Map pinOWINGS MILLS, MD
Phone(443) 339-2115
NotebookSEC #801-20003
Total AUM
$31.6M
Employees
2
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
211 OWINGS GATE CT
SUITE 302
OWINGS MILLS
MD 21117
United States
Operating Hours
NOT APPLICABLE, BY APPOINTMENT ONLY
NOT APPLICABLE, BY APPOINTMENT ONLY
Phone
(443) 339-2115
Other Offices
1

ReceiptFinancials

Total AUM
$31.6M
Accounts
155
Discretionary
$31.6M
Accounts
155
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
119
AUM
$25.4M
HNW Individual Clients
5
AUM
$6.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDING INVESTMENT ADVISORS WITH TECHNOLOGY CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIAINKSMDMIMNMONENMNVNYPASDTNTXUTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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