AMERICAN FINANCIAL MANAGEMENT, LTD.

555 Fairmount Ave
Suite 302
Towson, Maryland 21286
Tel: (443) 339-2115

About AMERICAN FINANCIAL MANAGEMENT, LTD.

AMERICAN FINANCIAL MANAGEMENT, LTD, formally registered with the SEC as AMERICAN FINANCIAL MANAGEMENT, LTD. The firm was established in 10/26/1983. They have over 2 offices throughout the country.

AMERICAN FINANCIAL MANAGEMENT, LTD. is a Towson, Maryland based Financial Planning firm with nearly $33,423,445 assets under management, offering retirement planning & investment advisory services to 193 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111016
SEC#	801-20003
Assets Managed by Firm	$33,423,445
No. of Clients	193
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PROVIDING INVESTMENT ADVISORS WITH TECHNOLOGY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	193	$33,423,445
Individuals (other than high net worth individuals)	192	$31,757,262
High net worth individuals	1	$1,666,183

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