RIA Intel›Advisers›Michigan›A & L FINANCIAL SERVICES, LLC

A & L FINANCIAL SERVICES, LLC

Advisory

MI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in MI

#497

of 521 advisers by AUM

Average account

$417K

across 129 accounts

AUM per adviser

$18M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients72

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

72 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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TRINITY WEALTH SOLUTIONS LLC

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