American Financial Advisors Inc

American Financial Advisors Inc is a registered FL Corporation with six employees, all of whom serve in advisory roles. The firm has a commendable track record with one client and is duly registered with the U.S. Securities and Exchange Commission as is evidenced by its approved status with the SEC since September 1999.

• LESLIE J. KELLY REVOCABLE TRUST U/A/D 03/04/2008

  OWNER owns more than 50% but less than 75%

• LESLIE JEANNE KELLY

  PRESIDENT/CHIEF COMPLIANCE OFFICER, COO owns less than 5%

• MATTHEW JOHN BOYCE

  TREASURER, CFO, VICE PRESIDENT owns more than 10% but less than 25%

• WILLIAM ANDREW MERTES

  SECRETARY, CIO, VICE PRESIDENT owns less than 5%

• LESLIE JEANNE KELLY

  TRUSTEE owns 75% or more

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• Tactical Investment Strategies LLC
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• GLOBAL ASSETS ADVISORY, LLC
• Ceredex Value Advisors LLC
• CNL Strategic Capital Management LLC
• Moisand Fitzgerald Tamayo LLC
• Andco Consulting LLC
• International Assets Investment Management LLC

• Comparing Q3 2022 and Q4 2022 13F Holdings of American Trust Investment Advisors, LLC

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