Updated:Jun 3, 2026

Advanced Financial Management, Inc.

Advanced Financial Management, Inc. is a financial services firm with no publicly disclosed principals, strategy, or AUM.

Advanced Financial Management, Inc.

Advanced Financial Management, Inc. is an SEC-registered investment adviser in Lambertville, MI. The firm manages approximately $22 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

other

Year founded

—

AUM

Undisclosed

Location

Region

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Country

—

City

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Corporate office

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Who runs investment decisions at Advanced Financial Management, Inc.?

Public records do not name any principals or investment professionals associated with this firm. The firm may be controlled by private individuals who have not disclosed their roles in regulatory filings or media (per public record).

How does Advanced Financial Management, Inc. source deals?

No information is available about the firm's sourcing model. The firm does not appear in industry databases or news reports, making deal flow unknown (per public record).

Is Advanced Financial Management, Inc. a family office?

The firm is categorized as 'Unclassified' in available records. Without a website or public disclosures, its status as a family office, asset manager, or other entity cannot be confirmed (per public record).

What investment stages does Advanced Financial Management, Inc. target?

No investment stage preferences have been reported. The firm's lack of public presence suggests it may not raise external capital or engage in publicly disclosed transactions (per public record).

Which sectors does Advanced Financial Management, Inc. focus on?

Sector focus is not disclosed. The firm has no known portfolio companies or sector tags in public sources (per public record).

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.