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Autumn Financial Advisors, LLC CRD 290151
$22.3M regulatory AUM 11 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
409 Plymouth Road Suite 124, Plymouth, MI 48170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-10-23 |
Branch Locations
409 Plymouth Road Suite 124, Plymouth, MI 48170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buttonwood Financial Advisors | Baltimore | MD | 03/2015 | 08/2017 |
| Autumn Financial Advisors, Llc | Plymouth | MI | 08/2017 | Present |
| Ringo & Associates, P.C. Certified Public Accountants | Plymouth | MI | 02/2019 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-28 |
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