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MMI ASSET MANAGEMENT SERVICES, LLC
MMI FINANCIAL GROUP, INC.
CRD 175073
120 W. EXCHANGE STREET, SUITE 103A, OWOSSO, MI, 48867, United States
Phone
989-725-9878
Fax
989-725-6522
Registration
— (—)
Source
State registered
Total AUM
$13.9M
Discretionary AUM
$13.9M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Hourly charges; Fixed fees; SOLICTOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $4.7M |
| High net worth individuals | 13 | $9.2M |
All web addresses on file
Official SEC filing: View on IAPD