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Advanced Financial Management
Advanced Solutions International is a software and services provider based in Alexandria, Virginia. Founded in 1991, the company offers cloud-based management...
Advanced Financial Management
Advanced Solutions International is a software and services provider based in Alexandria, Virginia. Founded in 1991, the company offers cloud-based management systems for associations and non-profits. Its solutions include learning management, application and review management, and mobile app management.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Lambertville
Corporate office
Lambertville, MI, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Advanced Financial Management?
Advanced Financial Management does not publicly name its investment committee or individual decision-makers. The firm's website profiles no named team members, making it impossible to identify the CEO, CIO, or managing principal from public sources alone.
What investment stages or asset classes does Advanced Financial Management target?
AFM does not disclose targeted asset classes or investment stages in public materials. Its proprietary Quadrant Plan divides portfolios into Yield, Protection, Balance, and Growth, but the underlying holdings are not specified. The firm's monthly market commentary primarily covers macroeconomic and geopolitical events, not portfolio allocations.
How does Advanced Financial Management source investment ideas or deal flow?
The firm does not describe any proprietary sourcing model for investments or deal flow. Its public content focuses on financial planning frameworks and market commentary with no mention of direct co-investments, club deals, or venture partnerships.
What is Advanced Financial Management's regulatory posture or registration status?
The firm does not publish its SEC or state registration details on its public website. No disclosure regarding regulatory assets under management, ADV filing, or custody arrangements is available. It describes itself as 'independent financial professionals.'
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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