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FINANCIALMD, LLC
CRD 306947
2479 WOODLAKE CIR, SUITE 340, OKEMOS, MI, 48842, United States
Phone
5173467970
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.0M
Discretionary AUM
$35.0M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $34.5M |
| Corporations/business entities | 1 | $500K |
All web addresses on file
Official SEC filing: View on IAPD