AMDG FINANCIAL ADVISORY SERVICES, LLC
Legal name: AMDG FINANCIAL
CRD #119569 SEC #801-110577 PLYMOUTH, MI 734-737-0866
SEC Registered
Total AUM
$212M
Discretionary
$212M
Employees
7
Clients
251
Accounts
986
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2021 | $212M | $212M | $0 | 7 | 0 |
| Mar 2021 | $212M | $212M | $0 | 7 | 0 |
| Mar 2021 | $212M | $212M | $0 | 7 | 0 |
| Nov 2020 | $188.6M | $188.6M | $0 | 7 | 0 |
| Jun 2020 | $188.6M | $188.6M | $0 | 7 | 0 |
| Jun 2020 | $188.6M | $188.6M | $0 | 7 | 0 |
| Apr 2020 | $188.6M | $188.6M | $0 | 7 | 0 |
| Jan 2020 | $136.4M | $136.4M | $0 | 7 | 0 |
| Aug 2019 | $136.4M | $136.4M | $0 | 7 | 0 |
| May 2019 | $136.4M | $136.4M | $0 | 7 | 0 |
| Mar 2019 | $136.4M | $136.4M | $0 | 7 | 0 |
| Mar 2018 | $130.2M | $130.2M | $0 | 9 | 0 |
| May 2017 | $106.8M | $106.8M | $0 | 7 | 200 |
| Jul 2012 | $41.3M | $41.3M | $0 | 1 | 26 |
| Jun 2012 | $38.3M | $38.3M | $0 | 1 | 26 |
| Mar 2012 | $38.3M | $38.3M | $0 | 1 | 26 |
| Nov 2011 | $37.4M | $37.4M | $0 | 5 | -- |
| Mar 2011 | $37.4M | $37.4M | $0 | 5 | -- |
| Mar 2009 | $19.7M | $18.8M | $939.8K | 5 | -- |
| Sep 2007 | $25.6M | $23.6M | $2M | 5 | -- |
DateMay 2021
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees9
Clients0
DateMay 2017
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees7
Clients200
DateJul 2012
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$19.7M
Discretionary$18.8M
Non-Disc.$939.8K
Employees5
Clients--
DateSep 2007
Total AUM$25.6M
Discretionary$23.6M
Non-Disc.$2M
Employees5
Clients--