American Financial Management, LTD.

$31.6MAssets under management
as of Feb 2026 · SEC Form ADV
Owings Mills, MD
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Tech stack

No one at American Financial Management, LTD. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into American Financial Management, LTD.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Jackson National Life Distributors LLC
Per Form ADV · $8M held · filed Dec 2024
Proposal Generation/Sales Enablement
Video Meetings & Messaging