IAM FINANCIAL

IAM FINANCIAL is an SEC-registered investment adviser (CRD 146156). Regulatory assets under management: $40.6M.

Registration

• CRD: 146156
• Type: Registered investment adviser
• Phone: 517-214-5562
• Latest filing: 2026-01-21
• Regulatory AUM: $40.6M
• Non-discretionary AUM: $40.6M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146156 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search