RIA Intel›Advisers›Pennsylvania›AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Advisory

N·BERWYN, PA

Data as of Aug 29, 2018 · Source: SEC Form ADV

Total AUM

$217M

1-Year AUM Growth

+67.7%

3-Year CAGR

+29.2%

Employees

10

Assets Under Management

Total AUM$217M

Discretionary AUM$126M

Non-Discretionary AUM$91M

Discretionary %58.1%

Total Clients—

Team

Total Employees10

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingApr 11, 2002

Latest FilingAug 29, 2018

🔒 Full AUM trend chart and 31 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.