# ADVANCED FINANCIAL MANAGEMENT, INC.

ADVANCED FINANCIAL MANAGEMENT, INC. of LAMBERTVILLE, MI is an SEC-registered investment adviser.

## Registration

- CRD: 310667
- Type: SEC-registered investment adviser
- Location: 8336 MONROE ROAD, LAMBERTVILLE, MI, 48144
- Phone: 734-856-5698
- Latest filing: 2026-03-25
- Regulatory AUM: $21.6M
- Discretionary AUM: $21.6M
- Clients: 2
- Accounts: 206

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310667/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310667/similar
- Related entities: https://search.stillhousedata.com/firm/310667/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310667

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.