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AMERICAN FINANCIAL ADVISORS INC
AMERICAN FINANCIAL ADVISORS INC
WINTER PARK, Florida
·
5 registered advisors
·
CRD# 108530
SEC# 801-56857
2
407-207-9006
01
Firm Overview
AUM
$887M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at AMERICAN FINANCIAL ADVISORS INC
5 registered advisors
Karen S Torres
WINTER PARK, Florida
CRD# 5156024
Leslie Jeanne Kelly
WINTER PARK, Florida
CFP
CRD# 1014305
Matthew John Boyce
WINTER PARK, Florida
CFP
CRD# 2625560
Paul Helmut Auslander
ORLANDO, Florida
CRD# 1019443
William Andrew Mertes
WINTER PARK, Florida
CFA
CRD# 2717949
05
Office Locations
WINTER PARK, Florida
4 advisors
ORLANDO, Florida
1 advisor
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Data sourced from SEC Form ADV filings. AMERICAN FINANCIAL ADVISORS INC (CRD# 108530) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.