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ADVANCED ADVISOR GROUP, LLC
CRD 140393 · SEC 801-118465
1995 EAST RUM RIVER DRIVE S, CAMBRIDGE, MN, 55008, United States
Phone
763-689-9023
Fax
763-689-3742
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.9M
Discretionary AUM
$10.9M
Team
11 total employees; 11 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $10.9M |
States served
IA, MN, WI, FL, SD
All web addresses on file
Official SEC filing: View on IAPD