← Back to searchVisit website
ADVANCED FINANCIAL MANAGEMENT, INC.
CRD 310667
8336 MONROE ROAD, SUITE 101, LAMBERTVILLE, MI, 48144, United States
Phone
734-856-5698
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.6M
Discretionary AUM
$21.6M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $11.6M |
| High net worth individuals | 84 | $10.0M |
All web addresses on file
Official SEC filing: View on IAPD