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AMERICAN FINANCIAL ADVISORS INC

1936 Lee Road
Ste. 270
Winter Park, Florida 32789
Tel: 407-207-9006

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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 StatusApproved
Firm CRD#108530
SEC#801-56857
Assets Managed by Firm$1,043,473,812
No. of Clients1732
No. of Advisors9

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 ClientsAUM
Firm Total1732$1,043,473,812
Individuals (other than high net worth individuals)411$218,366,061
High net worth individuals352$825,107,751

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ELLIOTT INVESTMENT MANAGEMENT L.P.
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DOUBLELINE CAPITAL LP
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