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).
Total Assets Under Management28MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$427,273
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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.