2551 Roswell Road
Suite 310
Marietta, Georgia 30062
Tel: 770-977-2434
AMERICAN FINANCIAL ADVISORS, LLC, formally registered with the SEC as AMERICAN FINANCIAL ADVISORS, LLC. The firm was established in 12/13/2001. They have over 1 offices throughout the country.
AMERICAN FINANCIAL ADVISORS, LLC. is a Marietta, Georgia based Financial Planning firm with nearly $853,526,370 assets under management, offering retirement planning & investment advisory services to 1992 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 115824 |
SEC# | 801-60761 |
Assets Managed by Firm | $853,526,370 |
No. of Clients | 1992 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1992 | $853,526,370 |
Individuals (other than high net worth individuals) | 612 | $227,613,229 |
High net worth individuals | 285 | $603,292,872 |
Pension and profit sharing plans | 2 | $11,042,833 |
Corporations or other businesses | 4 | $11,577,436 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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