AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.
CRD #119449 SEC #801-61084 BERWYN, PA 610-296-3393
SEC Registered
Total AUM
$217.3M
Discretionary
$126.1M
Employees
10
Clients
11
Accounts
813
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 29, 2018
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GAINES, KEVIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| GAINES, KEVIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| GAINES, KEVIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| GAINES, KEVIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| GAINES, KEVIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| GAINES, KEVIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| GAINES, KEVIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| GAINES, KEVIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | COMPLIANCE COORDINATOR | NA | |
| RYAN, REGINA, ANN | I | COMPLIANCE COORDINATOR | NA | |
| RYAN, REGINA, ANN | I | COMPLIANCE COORDINATOR | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | COMPLIANCE COORDINATOR | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, REGINA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | E | Control |
| BRUTON, CHARLES, WILLIAM | I | VICE PRESIDENT | C | Control |
| BRUTON, CHARLES, WILLIAM | I | VICE PRESIDENT | C | Control |
| BRUTON, CHARLES, WILLIAM | I | VICE PRESIDENT | C | Control |
| BRUTON, CHARLES, WILLIAM | I | VICE PRESIDENT | C | Control |
| HOOVER, PETER, KENT | I | TREASURER | C | Control |
| HOOVER, PETER, KENT | I | TREASURER | C | Control |
| HOOVER, PETER, KENT | I | TREASURER | C | Control |
| HOOVER, PETER, KENT | I | TREASURER | C | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | C | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | C | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | C | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | C | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | C | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | C | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | C | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | C | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | C | Control |
| WHITE, JERRY, WILMER | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Aug 29, 2018 REGISTERED
Notice Filings (15)
CA CO CT DE FL LA MA MD NC NJ NY OK PA SC VA
Address
1055 WESTLAKES DRIVESUITE 300
BERWYN, PA 19312
United States
Phone: 610-296-3393