ADVANCED FINANCIAL MANAGEMENT, INC.

RIASEC Registered

Total AUM

$21.6M

Discretionary

$21.6M

100% of AUM

Avg account

$105K

Accounts

206

Employees

Advisory reps

Firm details

Headquarters: LAMBERTVILLE, Michigan
CRD number: 310667
Website: www.advancedfinancialmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals53.75%
HNWI46.25%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Advanced Financial Management, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm functions as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.