DFX Intelligence

A•• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

A•• M•••••••••

A•• M•••••••••, LLC, CRD 306881

EAST LANSING, MI

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Search this name across graphsid dfx:ria:57649d17-c0aa-f81d-ceeb-f6a27aa7bb6a

Data as of Jun 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 25, 2024 to Jun 25, 2024
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $13.5M••• Locked
Discretionary RAUM: $0
Private client RAUM: $12.8Mderived••• Locked
Private client share: 94%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
S••••• M•••••• C•••••	Certified Financial Planner	EAST LANSING, MI \| DeWitt, MI	3	17	2	no
M•••••• S•••• G••••	n/a	Lansing, MI \| EAST LANSING, MI	2	40

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	2	0

Relationships

Registered with (3)

← J•••••• J••••• H•••••••••Advisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← M•••••• S•••• G••••Advisorregistration: current employment
Jan 2, 2024 to presentfactForm ADV
← S••••• M•••••• C•••••Advisorregistration: current employment
May 12, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57649d17-c0aa-f81d-ceeb-f6a27aa7bb6a
First observed: Jun 25, 2024
Last observed: Jun 25, 2024 27 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.