ADVANCED FINANCIAL MANAGEMENT, INC.

ADVANCED FINANCIAL MANAGEMENT, INC. of LAMBERTVILLE, MI is an SEC-registered investment adviser (CRD 310667). Regulatory assets under management: $21.6M.

Registration

• CRD: 310667
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310667 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search