RIA Intel›Advisers›Michigan›IAM FINANCIAL L.L.C.

IAM FINANCIAL L.L.C.

Advisory

MI

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account

$2M

across 23 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$0

Non-Discretionary AUM$41M

Discretionary %0%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

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

23 clients

17 high-net-worth

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.

INDEPENDENCE ONE CAPITAL MANAGEMENT CORP

$41M

WEALTHCARE ADVISORS, LLC

BLOOMFIELD HILLS, MI

$40M

WEICK & ASSOCIATES, INC.

$40M

MARTIN J D & CO

$40M

PIRMANN FINANCIAL SERVICES, INCORPORATED

AUBURN HILLS, MI

$40M

MANGOTREE CAPITAL, LLC

STERLING HEIGHTS, MI

$40M

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