Mmi Asset Management Services, LLC

Public-record details

Address

120 W. Exchange Street, Suite 103a, Owosso, MI 48867

Phone

(989) 725-9878

Listed under

Financial planning, Hourly fees, Flat / fixed fees

Legal name

Mmi Financial Group, INC.

CRD number

175073

Registration

State registered: MI

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees; Other (Solictor Fees From Other Investment Advisory Firms)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$13.9 million

Accounts managed

107

Clients reported (Form ADV 5.D)

66

Individual / high-net-worth clients

53 / 13

Employees

2

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-31

State registered (MI) investment adviser, CRD 175073, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 175073 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.