American Financial Management Ltd

American Financial Management Ltd

Hunt Valley, Maryland

American Financial Management Ltd, headquartered in Hunt Valley, MD, is a reputable investment advisory firm catering to a diverse clientele. With over 330 individual clients and more than $38,196,000 in assets under management, they possess a strong track record in handling investment portfolios. Specializing in managing employer 401K plans and individual assets, American Financial Management Ltd excels in providing comprehensive financial solutions. Their expertise and experience enable them to effectively guide employers and employees in maximizing the potential of their retirement savings. The firm's compensation structu...see more

Assets Under Mgmt

$38.2M

Investment Professionals

1

Locations

0

% 401K & Individual

100%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other: MARKET SIGNALS TO OTHER INVESTMENT ADVISORS

Reviews for American Financial Management Ltd

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