1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Map pinBERWYN, PA
Phone610-296-3393
NotebookSEC #801-61084
Total AUM
$217.3M
Employees
10
Clients
813

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1055 WESTLAKES DRIVE
SUITE 300
BERWYN
PA 19312
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
610-296-3393
Other Offices
3

ReceiptFinancials

Total AUM
$217.3M
Accounts
813
Discretionary
$126.1M
Accounts
493
Non-Discretionary
$91.1M
Accounts
320

ContactClients

View more in analytics →

Individual Clients
627
AUM
$95M
HNW Individual Clients
119
AUM
$81.1M
Pension/Profit Sharing Plan Clients
38
AUM
$24.1M
Investment Advisor Clients
22
AUM
$2M
Corporation or Business Clients
7
AUM
$15.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLMDNCNJPASCVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account