AM Financials is one of the leading financial institutions renowned for its expertise in wealth management and above all for its valued services, innovation and efficient execution. Over the years, we have successfully built a solid foundation based on the principles of integrity, transparency and commitment alongside our esteemed clientele. As a reliable partner, we stand for our clients’ best interests and real individual requirements by offering unparalleled portfolio management using a structured investment process; fast trade execution (with a highly advanced 24 hour trading desk); credit facilities, custody and banking services. With a distinctive approach, AM Financials provides its clients ‘crème de la crème’ investment vehicles as well as tailor-made solutions via an open architecture platform.
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AMfinancials Questions
The AMfinancials annual revenue was $31.1 million in 2026.
Allison McDonald is the Owner of AMfinancials.
15 people are employed at AMfinancials.
The NAICS codes for AMfinancials are [523, 52].
The SIC codes for AMfinancials are [621, 62, 6211].
Top AMfinancials Employees
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Allison McDonald
Owner at AMfinancials
San Carlos, CA, US12
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