RIA Intel›Advisers›Michigan›KEY CONCERNS INC

KEY CONCERNS INC

Advisory

WYANDOTTE, MI

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$117K

across 188 accounts

AUM per adviser

$11M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 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 Clients188

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

188 clients

5 high-net-worth

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

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

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ADVANCED FINANCIAL MANAGEMENT, INC.

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