AMERICAN FINANCIAL ADVISORS, LLC

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American Financial Advisors is based out of Marietta. American Financial Advisors is a large advisory firm with 971 clients and discretionary assets under management (AUM) of $645,571,002 (Form ADV from 2018-03-29). Their last reported 13F filing for Q4 2018 included $456,209,000 in managed 13F securities and a top 10 holdings concentration of 53.0%. American Financial Advisors's largest holding is iShares iBoxx Investment Grade Corporate Bond Fund with shares held of 332,270. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 3.4%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

AMERICAN FINANCIAL ADVISORS, LLC.
2551 ROSWELL ROAD SUITE 310
MARIETTA GA    30062
Country: United States

Business Phone: 770-977-2434
Fax: 770-579-8575
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: GA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 971
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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AMERICAN FINANCIAL ADVISORS, LLC.

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
STARK, MICHAEL, DAVID CHIEF EXECUTIVE OFFICER, MANAGING MEMBER 12/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF EXECUTIVE OFFICER, MANAGING MEMBER direct 2004-12-01
MICHAEL D. STARK OWNER direct 1995-03-01
THE ADVISOR, LLP PORTFOLIO MANAGER direct 1998-09-01 2004-10-07
THE ADVISOR, LLP PARTNER direct 1998-09-01 2005-03-07
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF OPERATIONS OFFICER direct 2001-10-01 2009-03-30
WILLIAMS, ANDRIA, JO CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF COMPLIANCE OFFICER direct 2004-10-01
VIGLOTTI, PATRICK, FRANCIS MEMBER 03/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. MEMBER direct 2013-03-01
Viglotti, Linda, Rose CHIEF OPERATIONS OFFICER 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF OPERATIONS OFFICER direct 2016-05-01

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