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Advanced Financial Management, Inc.

Advanced Financial Management, Inc.. CRD 310667

Advanced Financial Management, Inc. logo

CRD: 310667

Advanced Financial Management, Inc.

Lambertville, MI, 48144
7348565698
www.advancedfinancialmanagement.com
$21.6M Total AUM
$21.6M Disc. AUM
-- 3Y CAGR
2 Employees
185 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
American Funds · Charles Schwab & Company · Goldman Sachs
Clients
Retail
Platforms
Unison
Established Date
10-30-2020
Office Locations
1

Office Locations

8336 Monroe Road Suite 101 Lambertville MI

About Advanced Financial Management, Inc.

Advanced Financial Management, Inc. is an independent wealth management firm coordinating investment management and comprehensive planning—retirement, tax, legacy and risk—often acting as the hub among a client’s other advisors. Its proprietary AFM Process includes the PLAN Success Cycle, Wealth CheckPoints and Quadrant Plan frameworks, supported by disciplined rebalancing and monitoring. Portfolios are heavily ETF-based and custody includes Schwab.

Team overview

-- AVG AGE
$21.6M AVG AUM / ADVISOR
$116.9K AVG AUM / CLIENT
5.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

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Asset Classes

North pioneer Zenith Ridge radial Alpha legacy Meridian

Client Personas

Glacier zenith

Custodian

Focus

Investment Themes

Matrix timber Pioneer Vertex value

Investment Vehicles

Matrix

Services

Unison capital Momentum bridge Catalyst glacier Zenith quantum Delta Alpha Zenith foundation Optima pioneer

Technology

Legacy

Owner & Executives

S

SHANYN KAY STEWART

Chief Compliance Officer, President

CRD
#2846225
Ownership
75% or more
(622) 412-7229
harbor.insight@quantumcapital.com
in linkedin.com/in/value-fusion

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $21,622,100 --
Non-Discretionary $0 --
Total $21,622,100 --

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Separately Managed Accounts

Total SMA Asset: $21,622,100

$21.6M Total SMA
Public Funds:
30.0%
Corporate - Investment Grade:
31.1%
Cash:
9.1%
Equity - Exchange:
8.4%
U.S. Government/Agency:
21.4%
Asset class Assets Assets %
Public Funds $1,163,077,491 30.0%
Corporate - Investment Grade $1,205,723,666 31.1%
Cash $352,800,172 9.1%
Equity - Exchange $325,661,697 8.4%
U.S. Government/Agency $829,661,944 21.4%
Total $3,876,924,970 100.0%

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