American Financial Management, Ltd.
American Financial Management, Ltd. is an SEC-registered mass-market adviser in Owings Mills, MD with $31.6M assets under management (AUM, regulatory AUM), -5% over one year. See who owns American Financial Management, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111016, SEC 801-20003, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $31.6M (2026-02-16)
- Firm type
- Mass-Market Adviser
- Location
- Owings Mills, MD
- Employees
- 2
- Clients
- 124
- CRD
- 111016
- Ownership
- DOBSON, JEAN; DOBSON, THOMAS, ANDREW; DOBSON, HOWARD, RICHARD; THE MARSHALL FINANCIAL GROUP LLC; MARSHALL, PETER, ANDREW
How much AUM does American Financial Management, Ltd. have?
American Financial Management, Ltd. reported $31.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns American Financial Management, Ltd.?
Disclosed owners and executives of American Financial Management, Ltd. include DOBSON, JEAN, DOBSON, THOMAS, ANDREW, DOBSON, HOWARD, RICHARD, THE MARSHALL FINANCIAL GROUP LLC, MARSHALL, PETER, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.