Advanced Financial Management, Inc.
Advanced Financial Management, Inc. (CRD# 310667) is a financial advisory firm headquartered in Lambertville, MI. They manage $13,000,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$86,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, TX
Financial Advisors at Advanced Financial Management, Inc.
1
Shanyn Stewart (CRD# 2846225) is an Investment Advisor Representative working at Advanced Financial Management, Inc. in Lambertville, MI and has over 27 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.