3A FINANCIAL GROUP, LLC

3A FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 156512). Regulatory assets under management: $18.6M.

Registration

• CRD: 156512
• Type: Registered investment adviser
• Phone: (248) 763-5413
• Latest filing: 2026-04-28
• Regulatory AUM: $18.6M
• Non-discretionary AUM: $18.6M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

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 156512 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search