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ADVANCED ASSET MANAGEMENT ADVISORS, INC.
CRD 119859 · SEC 801-61760
4995 BRADENTON AVE., SUITE 210, DUBLIN, OH, 43017, United States
Phone
614-717-4451
Fax
614-717-4453
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$651.3M
Discretionary AUM
$651.0M
Team
8 total employees; 4 advisory reps; 309 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 268 | $42.7M |
| High net worth individuals | 29 | $84.9M |
| Investment companies | 2 | $508.1M |
| Charitable organizations | 5 | $13.1M |
| Corporations/business entities | 5 | $2.4M |
States served
AL, AZ, GA, KS, LA, MD, MS, NJ, NC, OH, PA, SC, VA, WV, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD