# MMI Asset Management Services, LLC

> MMI Asset Management Services, LLC is a state-registered investment advisory firm in Owosso, MI, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 175073
- Filed as: MMI ASSET MANAGEMENT SERVICES, LLC
- Legal name: MMI Financial Group, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Owosso, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175073
- AdvisorCensus page: https://advisorcensus.com/firm/mmi-asset-management-services-llc-owosso-mi-175073

## Quick answers

**How is MMI Asset Management Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MMI Asset Management Services, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MMI Asset Management Services, LLC located?**
MMI Asset Management Services, LLC's principal office is in Owosso, MI, according to its Form ADV.

**Is MMI Asset Management Services, LLC registered with the SEC or a state?**
MMI Asset Management Services, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175073.

**How much does MMI Asset Management Services, LLC manage?**
MMI Asset Management Services, LLC reports $13,929,999 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does MMI Asset Management Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); high net worth individuals (13).

**Does MMI Asset Management Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/175073

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $13,929,999
- Discretionary: $13,929,999
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $4,686,846 |
| High net worth individuals | 13 | $9,243,153 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mmiams.com
- mmifinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MMI Asset Management Services, LLC (CRD 175073): Form ADV filing data as of October 2026.