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American Financial Management LTD
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Overview Share
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Cedar Falls, Iowa
$56.5 million AUM
1 office

American Financial Management LTD is based in Cedar Falls, Iowa and has $56.5 million in assets under management.

Location
6003 University Avenue
Afm Plaza
Cedar Falls, IA 50613
$56.5 million
AUM
5
Employees
AUM Share
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$56,461,272
Assets under management
575 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 575 $56,461,272 100% $98,194
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$56,461,272
Assets under management
$11,292,254
AUM per employee
$18,820,424
AUM per investment analyst
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Compensation

American Financial Management LTD makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Commissions
Services offered

American Financial Management LTD provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Market signals to other investment advisors
Firm data Share
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CRD number 111,016
SEC number 801-20003
Legal structure Corporation
Legal governance Iowa, United States
Latest ADV filing date April 08, 2020

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