AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

BERWYN, Pennsylvania·3 registered advisors·CRD# 119449

SEC# 801-610843610-296-3393

01

Firm Overview

AUM

$217M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

3 registered advisors

Jerry Wilmer White

BERWYN, Pennsylvania

Kevin Michael Gaines

BERWYN, Pennsylvania

Regina Ann Ryan

BERWYN, Pennsylvania

05

Office Locations

BERWYN, Pennsylvania

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Data sourced from SEC Form ADV filings. AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. (CRD# 119449) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.