Advanced Financial Management

Advanced Financial Management (CRD# 111355) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $28,200,000 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $427,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Advanced Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Donald Steinmann
CRD#: 2614956
6320 Canoga Ave. #1500, Woodland Hills, CA 91367
87
Wealthminder
score

Donald Steinmann (CRD# 2614956) is an Investment Advisor Representative working at Advanced Financial Management in Woodland Hills, CA and has 1 year of experience in the finance industry.

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