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AMDG FINANCIAL
PLYMOUTH, MI
734-737-0866
SEC #801-110577Total AUM
$212M
Employees
7Clients
282Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
218 SOUTH MAIN STREET
SUITE A
PLYMOUTH
MI 48170
United States
SUITE A
PLYMOUTH
MI 48170
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
734-737-0866
Financials
Total AUM
$212M
Accounts
986Discretionary
$212M
Accounts
986Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
188AUM
$54.4M
HNW Individual Clients
77AUM
$135.9M
Pension/Profit Sharing Plan Clients
14AUM
$19.3M
Charitable Organization Clients
1AUM
$1.5M
Corporation or Business Clients
2AUM
$838.1K
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS MONITORED
Compliance
Disclosures
None reported
State Registrations
FLILMIMONHOHTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.