Afa Financial Inc is an adviser based in North Royalton. It manages $10.33 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2001.
Afa Financial provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Afa Financial Inc is $10.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Afa Financial Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Martin Mendell has been acting as President since 1 Sep 1985. James Casselberry joined the executive team most recently as the Chairman Of Board.
The principal office where Afa Financial Inc performs its advisory services is located at 3757 Edgerton Road, North Royalton, OH 44133 The mailing address of the firm is P.O. Box 33189, North Royalton, OH 44133. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 440-838-0800 or by fax 440-838-5255. The normal business hours are 8:30 a.m. 5:00 p.m. on Monday - Friday.