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ASSOCIATION FINANCIAL SERVICES, LLC
CRD 287975
755 WEST BIG BEAVER ROAD, SUITE # 2020, TROY, MI, 48084-4925, United States
Phone
(800) 943-8804
Fax
(248) 942-4886
Registration
— (—)
Source
State registered
Total AUM
$4.0M
Discretionary AUM
$4.0M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $4.0M |
All web addresses on file
Official SEC filing: View on IAPD