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Home > Retirement Planners > florida > winter park > AMERICAN FINANCIAL ADVISORS INC
AMERICAN FINANCIAL ADVISORS INC
1936 Lee Road
Ste. 270
Winter Park, Florida 32789
Tel: 407-207-9006
About AMERICAN FINANCIAL ADVISORS INC
AMERICAN FINANCIAL ADVISORS INC, formally registered with the SEC as AMERICAN FINANCIAL ADVISORS INC. The firm was established in 09/27/1999. They have over 3 offices throughout the country.
AMERICAN FINANCIAL ADVISORS INC is a Winter Park, Florida based Financial Planning firm with nearly $1,043,473,812 assets under management, offering retirement planning & investment advisory services to 1732 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108530 |
| SEC# | 801-56857 |
| Assets Managed by Firm | $1,043,473,812 |
| No. of Clients | 1732 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1732 | $1,043,473,812 |
| Individuals (other than high net worth individuals) | 411 | $218,366,061 |
| High net worth individuals | 352 | $825,107,751 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
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| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
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