Overview
Assets Under Management: $651 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 29
Average Client Assets: $2.9 million
Frequently Asked Questions
ADVANCED ASSET MANAGEMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119859), ADVANCED ASSET MANAGEMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
ADVANCED ASSET MANAGEMENT ADVISORS, INC. is headquartered in DUBLIN, OH.
ADVANCED ASSET MANAGEMENT ADVISORS, INC. serves 29 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, ADVANCED ASSET MANAGEMENT ADVISORS, INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ADVANCED ASSET MANAGEMENT ADVISORS, INC. manages $651 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, ADVANCED ASSET MANAGEMENT ADVISORS, INC. serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.04%
Average Client Assets: $2.9 million
Total Client Accounts: 537
Discretionary Accounts: 536
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 119859
Filing ID: 2084665
Last Filing Date: 2026-03-30 13:00:51