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American Financial Advisors Inc

● SEC registered since 1999CRD 108530SEC# 801-56857Winter Park, FL
Export (members)
Reg. AUM
$1.04B
Employees
9
Accounts
1,732
Location
Winter Park, FL

American Financial Advisors Inc assets under management

American Financial Advisors Inc operates as an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 1999. It reports $1 billion in regulatory assets under management and employs 9 people.

American Financial Advisors Inc owners & executives

3 reported
NameTitleOwnershipSince
Karen S Torres ControlChief Compliance OfficerUnder 5%2024
Matthew John Boyce ControlPresident, Cfo50-75%2020
William Andrew Mertes ControlCio50-75%2020

Frequently asked questions

How much does American Financial Advisors Inc manage?

American Financial Advisors Inc reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does American Financial Advisors Inc have?

American Financial Advisors Inc reports 9 employees.

Where is American Financial Advisors Inc located?

American Financial Advisors Inc is based in Winter Park, FL and has been SEC-registered since 1999.

Does American Financial Advisors Inc disclose fund performance?

American Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1936 Lee Road, Ste. 270, Winter Park, FL 32789
Phone407-207-9006
Fax407-207-0106
Office hours9:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$1.04B
Total (RAUM)$1.04B