FINANCIALMD, LLC

FINANCIALMD, LLC of OKEMOS, MI is an SEC-registered investment adviser (CRD 306947). Regulatory assets under management: $35.0M.

Registration

• CRD: 306947
• Type: Registered investment adviser
• Location: 2479 WOODLAKE CIR, OKEMOS, MI, 48842
• Phone: 5173467970
• Latest filing: 2026-03-06
• Regulatory AUM: $35.0M
• Discretionary AUM: $35.0M
• Clients: 1
• Accounts: 304

Business model

Compensation: % of AUM, 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 306947 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search