RIA Intel›Advisers›Michigan›ASSOCIATION FINANCIAL SERVICES, LLC

ASSOCIATION FINANCIAL SERVICES, LLC

Advisory

TROY, MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$63K

across 64 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MI, 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

64 clients

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

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

LAURENTINE INVESTMENTS LLC

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COLE INVESTMENT ADVISORS, INC.

$4M

$4M

HAAS FINANCIAL SERVICES INC

$4M

NEW SIMCO, INC.

BLOOMFIELD HILLS, MI

$4M

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