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Building 2AMERICAN FINANCIAL ADVISORS INC

Map pinWINTER PARK, FL
Phone407-207-9006
NotebookSEC #801-56857
Total AUM
$1.3B
Employees
8
Clients
799

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1031 W MORSE BLVD.
STE. 110
WINTER PARK
FL 32789
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
407-207-9006
Other Offices
2

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,765
Discretionary
$0
Accounts
0
Non-Discretionary
$1.3B
Accounts
1,765

ContactClients

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Individual Clients
378
AUM
$206M
HNW Individual Clients
421
AUM
$1.1B

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLGAIDILINLAMAMDMIMNMONCNHNJNVNYOHOKORPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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