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Building 2ADVANCED ASSET MANAGEMENT ADVISORS, INC.

Map pinDUBLIN, OH
Phone614-717-4451
NotebookSEC #801-61760
Total AUM
$651.3M
Employees
8
Clients
309

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4995 BRADENTON AVE., SUITE 210
DUBLIN
OH 43017
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
614-717-4451
Other Offices
2

ReceiptFinancials

Total AUM
$651.3M
Accounts
537
Discretionary
$651M
Accounts
536
Non-Discretionary
$227.1K
Accounts
1

ContactClients

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Individual Clients
268
AUM
$42.7M
HNW Individual Clients
29
AUM
$84.9M
Investment Company Clients
2
AUM
$508.1M
Charitable Organization Clients
5
AUM
$13.1M
Corporation or Business Clients
5
AUM
$2.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZFLGAKSLAMDMSNCNJOHPASCTXVAWAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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