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AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. (CRD# 119449) is an SEC-Registered Investment Advisor (RIA), headquartered in Berwyn, PA. The SEC approved the firm to operate as an RIA in Apr 2002. In Aug 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $217.3 Million, and has discretion over 58% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. also reported in Aug 2018:
  • 10 employees, all of whom perform advisory functions.
  • A total of 4 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. has no disclosure events reported to the SEC at this time.
 

View AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.'s most recent Form ADV filing
 


AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. has Notice Filings with the following State Securities Authorities: CA-Mar 2018, CO-Mar 2018, DE-Nov 2012, FL-Mar 2015, LA-Oct 2015 , MD-Mar 2018, NC-May 2016, NJ-May 2003, PA-Apr 2002, SC-Mar 2018 , VA-Mar 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.