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Building 2ADVANCED FINANCIAL PLANNING

Map pinLIVONIA, MI
Phone734-524-9408
NotebookSEC #801-67765
Total AUM
$47.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17294 FARMINGTON RD.
LIVONIA
MI 48152
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
734-524-9408

ReceiptFinancials

Total AUM
$47.8M
Accounts
721
Discretionary
$46.4M
Accounts
705
Non-Discretionary
$1.4M
Accounts
16

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MIWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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