Investment adviser · CRD 119569
AMDG FINANCIAL
Investment adviser filing (IA)
AMDG FINANCIAL ADVISORY SERVICES, LLC
PLYMOUTH, MI, United States · Form ADV filed May 18, 2021
- Regulatory AUM
- $212M Form ADV · Item 5.F
- Client accounts
- 986 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 77 | $135,885,198 | 64.1% |
| Individuals | 188 | $54,380,629 | 25.7% |
| Retirement plans | 14 | $19,310,676 | 9.1% |
| Charities | Fewer than 5 | $1,546,445 | 0.7% |
| Corporations & businesses | Fewer than 5 | $838,134 | 0.4% |
Filing source
Form ADV 1541454 · May 18, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 18, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
218 SOUTH MAIN STREET, SUITE APLYMOUTH, MI, 48170, United States
CRD 119569
Filing source
Form ADV 1541454 · May 18, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.