ASSOCIATION FINANCIAL SERVICES, LLC

ASSOCIATION FINANCIAL SERVICES, LLC of TROY, MI is an SEC-registered investment adviser (CRD 287975). Regulatory assets under management: $4.0M.

Registration

• CRD: 287975
• Type: Registered investment adviser
• Location: 755 WEST BIG BEAVER ROAD, TROY, MI, 48084-4925
• Phone: (800) 943-8804
• Latest filing: 2026-03-31
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 2
• Accounts: 64

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287975 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search