EXECUTIVE FINANCIAL SERVICES INC
B62
CRD 110180·SEC 801-121895·LIVONIA, MI
AUM
$199.4M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$598K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $125.5M
'23 · $133.2M
'25 · $180.3M
'26 · $199.4M
'22'26
$125.5M → $199.4M▲ +59%
Operations
Advisory staff (5-yr trend)
'22 · 4 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'22'26
4 advisors → 3 advisors▼ -25%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First of America Bank-Ann ArborLivonia, MI
Michigan National BankLivonia, MI
Soi Zip Distribution
Stub 1
| AGI | 38,935 |
| Returns | 3,360 |
Stub 2
| AGI | 109,475 |
| Returns | 2,900 |
Stub 3
| AGI | 159,786 |
| Returns | 2,570 |