|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| American Financial Management Ltd
✚
|
|
|---|---|
| CRD # | 111016 |
| SEC # | 801-20003 |
| CIK # | 0001042046, 0001905128, 0000005272, 0001551622 |
| AUM | $33.4 M (2025-04-21) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 443-339-2115 |
| Address | 501 Fairmount Ave Towson, MD 21286 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Corebridge Financial Inc | 4,043.3 | ||
| Renaissancere Holdings Ltd | 321.2 | ||
| Rubrik Inc | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 31.8 |
| (b) Individuals (high net worth individuals) | 1 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 193 | 33.4 |
| By Discretionary | ||
| Discretionary | 193 | 33.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 193 | 33.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 33.4 | |
| Total | 193 | 33.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000005272] | |
| 10-Q | [0000005272] | |
| 13F-HR | [0000005272] | |
| 3 | [0000005272] | |
| 4 | [0000005272] | |
| 5 | [0000005272] | |
| 8-K | [0000005272] | |
| SC 13D | [0000005272] | |
| SC 13G | [0000005272] | |
| 10-K | [0001042046] | |
| 10-Q | [0001042046] | |
| 13F-HR | [0001042046] | |
| 3 | [0001042046] | |
| 4 | [0001042046] | |
| 5 | [0001042046] | |
| 8-K | [0001042046] | |
| SC 13D | [0001042046] | |
| SC 13G | [0001042046] | |
| D | [0001551622] | |
| 13F-HR | [0001905128] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alveo Wealth Management LLC
✚
|
0.0 | |
|
Purevest LLC
✚
|
NY | 0.0 |
|
Channel Investment Partners LLC
✚
|
0.0 | |
|
American Northwest Advisory Services LLC
✚
|
WA | 0.0 |
|
Gam24 LLC
✚
|
0.0 | |
|
Phase Line Capital LLC
✚
|
GA | 0.0 |
|
Agilis Partners LLC
✚
|
0.0 | |
|
Soloman Hill I LLC
✚
|
0.0 | |
|
Guide Wealth Management LLC
✚
|
0.0 | |
|
GKFO LLC
✚
|
PA | 0.0 |