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FIRM PROFILE
Overview
AMERICAN FINANCIAL ASSOCIATES, INC. is located at 1700 Northampton Street Suite A, Easton, PA 18042-1659 and was first established at Philadelphia, Pennsylvania in 07/23/1991. After operating for 34 years, AMERICAN FINANCIAL ASSOCIATES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AMERICAN FINANCIAL ASSOCIATES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. AMERICAN FINANCIAL ASSOCIATES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AMERICAN FINANCIAL ASSOCIATES, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AMERICAN FINANCIAL ASSOCIATES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AMERICAN FINANCIAL ASSOCIATES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for AMERICAN FINANCIAL ASSOCIATES, INC. Comes From
Understanding the Statistics for AMERICAN FINANCIAL ASSOCIATES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1700 Northampton Street Suite A, Easton, PA 18042-1659
1700 Northampton Street, Suite A, Easton, PA 18042-1659
Small
(610) 559-1600
Pennsylvania since 07/23/1991
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| DALBERTO, HENRY LEONDINO | PRESIDENT CEO / CCO / CFO / PFO / POO |
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Advisor's working at AMERICAN FINANCIAL ASSOCIATES, INC.
Nehme Joseph Nehme
Willis Zeddie Kelley
Joseph Edward Angelli
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