RIA Intel›Advisers›Michigan›ADVANCED FINANCIAL MANAGEMENT, INC.

ADVANCED FINANCIAL MANAGEMENT, INC.

Advisory

LAMBERTVILLE, MI

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$105K

across 206 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients184

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

184 clients

84 high-net-worth

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

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