American Financial Advisors Inc
● SEC registered since 1999CRD 108530SEC# 801-56857Winter Park, FL
Reg. AUM
$1.28B
Employees
8
Accounts
1,765
Location
Winter Park, FL
American Financial Advisors Inc assets under management
American Financial Advisors Inc operates as an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 1999. It reports $1.3 billion in regulatory assets under management and employs 8 people.
American Financial Advisors Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen S Torres Control | Chief Compliance Officer | Under 5% | 2024 |
| Matthew John Boyce Control | President, Cfo | 50-75% | 2020 |
| William Andrew Mertes Control | Cio | 50-75% | 2020 |
Frequently asked questions
How much does American Financial Advisors Inc manage?
American Financial Advisors Inc reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does American Financial Advisors Inc have?
American Financial Advisors Inc reports 8 employees.
Where is American Financial Advisors Inc located?
American Financial Advisors Inc is based in Winter Park, FL and has been SEC-registered since 1999.
Does American Financial Advisors Inc disclose fund performance?
American Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1031 W Morse Blvd., Ste. 110, Winter Park, FL 32789 |
| Phone | 407-207-9006 |
| Fax | 407-207-0106 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.28B▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.28Bregulatory AUM
Discretionary $0Non-discretionary $1.28B