A complete list of active advisors currently associated with American Financial Advisors Inc
Warmer can help you find a great advisor at American Financial Advisors Inc or one who fits your needs even better.
American Financial Advisors, Inc. serves individual clients across the wealth spectrum, including high-net-worth households, and provides asset management, comprehensive financial planning, and 401(k) plan services. The firm also works with plan sponsors on fiduciary matters and runs participant education and group enrollment programs. The firm implements a passive, asset-class investment approach through written Investment Policy Statements and diversified model portfolios composed of low-cost, no-load index and mutual funds, including access to certain Dimensional Fund Advisors funds. Portfolios are managed on a largely non-discretionary basis—American Financial reports $0 in discretionary AUM and approximately $1.28 billion in non-discretionary AUM—and the firm rebalances periodically to maintain agreed allocations. What is distinctive about this firm is the combination of very large non-discretionary assets under management and a control structure that centralizes trading (individual advisory representatives do not execute trades), which leaves clients with final decision-making authority more often than is typical for team firms. The firm also provides educational seminars and workshops for clients and retirement plan participants and offers advisory support around securities-backed lines of credit and other complex product types.
To learn more about the advisors currently working at American Financial Advisors Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse American Financial Advisors Inc's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Winter Park, FL
| 31
| |
Winter Park, FL
| 8
| |
Winter Park, FL
| 7
| |
Winter Park, FL
| 19
| |
Incline Village, NV
| 16
| |
Rexford, NY
| 30
|
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