A & L FINANCIAL SERVICES, LLC

A & L FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 122172). Regulatory assets under management: $53.7M.

Registration

• CRD: 122172
• Type: Registered investment adviser
• Phone: 248-420-3089
• Latest filing: 2026-03-26
• Regulatory AUM: $53.7M
• Discretionary AUM: $53.7M
• Clients: 3
• Accounts: 129

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122172 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search