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AMERICAN FINANCIAL MANAGEMENT, LTD.
AMERICAN FINANCIAL MANAGEMENT, LTD.
3 registered advisors
·
CRD# 111016
SEC# 801-20003
2
(443) 339-2115
01
Firm Overview
AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AMERICAN FINANCIAL MANAGEMENT, LTD.
3 registered advisors
Howard Richard Dobson
CEDAR FALLS, Iowa
CRD# 69043
Howard Richard Dobson
CEDAR FALLS, Iowa
CRD# 723493
Thomas Andrew Dobson
CEDAR FALLS, Iowa
CRD# 4453326
05
Office Locations
CEDAR FALLS, Iowa
3 advisors
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Data sourced from SEC Form ADV filings. AMERICAN FINANCIAL MANAGEMENT, LTD. (CRD# 111016) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.