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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2018 | $217.3M | $126.1M | $91.1M | 10 | 46 |
| Mar 2018 | $217.3M | $126.1M | $91.1M | 10 | 46 |
| Mar 2017 | $129.6M | $45.6M | $83.9M | 10 | 600 |
| Mar 2017 | $171.1M | $45.6M | $125.4M | 10 | 600 |
| May 2016 | $149.4M | $39.2M | $110.1M | 11 | 498 |
| Mar 2016 | $149.4M | $39.2M | $110.1M | 11 | 498 |
| Oct 2015 | $104.9M | $27M | $77.9M | 8 | 498 |
| Mar 2015 | $104.9M | $27M | $77.9M | 13 | 498 |
| May 2014 | $166.5M | $18.6M | $147.9M | 12 | 277 |
| Mar 2014 | $166.5M | $18.6M | $147.9M | 12 | 277 |
| Dec 2013 | $118.9M | $18.2M | $100.7M | 14 | 246 |
| Mar 2013 | $118.9M | $18.2M | $100.7M | 14 | 246 |
| Nov 2012 | $128.8M | $0 | $128.8M | 13 | 138 |
| Nov 2012 | $128.8M | $0 | $128.8M | 13 | 138 |
| Mar 2012 | $128.8M | $0 | $128.8M | 11 | 138 |
| Mar 2011 | $69.9M | $0 | $69.9M | -- | -- |
| Mar 2008 | $64.1M | $0 | $64.1M | -- | -- |
| Feb 2007 | $79M | $0 | $79M | 10 | -- |
| Feb 2006 | $95.9M | $0 | $95.9M | -- | -- |
| Jan 2005 | $166.8M | $0 | $166.8M | -- | -- |
| Mar 2004 | $28.3M | $0 | $28.3M | -- | -- |
| Apr 2002 | $50M | $0 | $50M | 5 | -- |
| Apr 2002 | $50M | $0 | $50M | 5 | -- |
DateAug 2018
Total AUM$217.3M
Discretionary$126.1M
Non-Disc.$91.1M
Employees10
Clients46
DateMar 2018
Total AUM$217.3M
Discretionary$126.1M
Non-Disc.$91.1M
Employees10
Clients46
DateMar 2017
Total AUM$129.6M
Discretionary$45.6M
Non-Disc.$83.9M
Employees10
Clients600
DateMar 2017
Total AUM$171.1M
Discretionary$45.6M
Non-Disc.$125.4M
Employees10
Clients600
DateMay 2016
Total AUM$149.4M
Discretionary$39.2M
Non-Disc.$110.1M
Employees11
Clients498
DateMar 2016
Total AUM$149.4M
Discretionary$39.2M
Non-Disc.$110.1M
Employees11
Clients498
DateOct 2015
Total AUM$104.9M
Discretionary$27M
Non-Disc.$77.9M
Employees8
Clients498
DateMar 2015
Total AUM$104.9M
Discretionary$27M
Non-Disc.$77.9M
Employees13
Clients498
DateMay 2014
Total AUM$166.5M
Discretionary$18.6M
Non-Disc.$147.9M
Employees12
Clients277
DateMar 2014
Total AUM$166.5M
Discretionary$18.6M
Non-Disc.$147.9M
Employees12
Clients277
DateDec 2013
Total AUM$118.9M
Discretionary$18.2M
Non-Disc.$100.7M
Employees14
Clients246
DateMar 2013
Total AUM$118.9M
Discretionary$18.2M
Non-Disc.$100.7M
Employees14
Clients246
DateNov 2012
Total AUM$128.8M
Discretionary$0
Non-Disc.$128.8M
Employees13
Clients138
DateNov 2012
Total AUM$128.8M
Discretionary$0
Non-Disc.$128.8M
Employees13
Clients138
DateMar 2012
Total AUM$128.8M
Discretionary$0
Non-Disc.$128.8M
Employees11
Clients138
DateMar 2011
Total AUM$69.9M
Discretionary$0
Non-Disc.$69.9M
Employees--
Clients--
DateMar 2008
Total AUM$64.1M
Discretionary$0
Non-Disc.$64.1M
Employees--
Clients--
DateFeb 2007
Total AUM$79M
Discretionary$0
Non-Disc.$79M
Employees10
Clients--
DateFeb 2006
Total AUM$95.9M
Discretionary$0
Non-Disc.$95.9M
Employees--
Clients--
DateJan 2005
Total AUM$166.8M
Discretionary$0
Non-Disc.$166.8M
Employees--
Clients--
DateMar 2004
Total AUM$28.3M
Discretionary$0
Non-Disc.$28.3M
Employees--
Clients--
DateApr 2002
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateApr 2002
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--