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American Financial Management, Ltd.

● SEC registered since 1983CRD 111016SEC# 801-20003Towson, MD
Export (members)
Reg. AUM
$33.4M
Employees
2
Accounts
193
Location
Towson, MD

American Financial Management, Ltd. assets under management

American Financial Management, Ltd. is an SEC-registered investment adviser based in Towson, MD. The firm has been registered since 1983. It reports $33.4 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/american-financial-management-ltd/?viewasmember=trueView on SEC.gov ↗

American Financial Management, Ltd. owners & executives

1 reported
NameTitleOwnershipSince
Bradley Taliaferro Clough ControlPresident & Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does American Financial Management, Ltd. manage?

American Financial Management, Ltd. reports $33.4 million in regulatory assets under management on its Form ADV.

How many employees does American Financial Management, Ltd. have?

American Financial Management, Ltd. reports 2 employees.

Where is American Financial Management, Ltd. located?

American Financial Management, Ltd. is based in Towson, MD and has been SEC-registered since 1983.

Does American Financial Management, Ltd. disclose fund performance?

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

Contact & registration

Address501 Fairmount Ave, Suite 203, Towson, MD 21286
Phone(443) 339-2115
Fax(319) 277-0798
Office hoursNot Applicable, By Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$33.4M
Non-discretionary$0
Total (RAUM)$33.4M