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Advanced Asset Management Advisors, Inc.

● SEC registered since 2003CRD 119859SEC# 801-61760Dublin, OH
Export (members)
Reg. AUM
$740M
Employees
8
Accounts
576
Location
Dublin, OH

Advanced Asset Management Advisors, Inc. assets under management

Advanced Asset Management Advisors, Inc. is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 2003. It reports $740 million in regulatory assets under management and employs 8 people.

Advanced Asset Management Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Aama, Inc. 401k Psp and Trust ControlShareholder10-25%1999
Philip Allan Voelker ControlSr. Vice President And Chief Investment Office25-50%2001
R Baker, Trustee, P Baker Gst Trust ControlShareholder5-10%2015
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Frequently asked questions

How much does Advanced Asset Management Advisors, Inc. manage?

Advanced Asset Management Advisors, Inc. reports $740 million in regulatory assets under management on its Form ADV.

How many employees does Advanced Asset Management Advisors, Inc. have?

Advanced Asset Management Advisors, Inc. reports 8 employees.

Where is Advanced Asset Management Advisors, Inc. located?

Advanced Asset Management Advisors, Inc. is based in Dublin, OH and has been SEC-registered since 2003.

Does Advanced Asset Management Advisors, Inc. disclose fund performance?

Advanced Asset Management Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4995 Bradenton Ave., Suite 210, Dublin, OH 43017
Phone614-717-4451
Fax614-717-4453
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1075444
Discloses disciplinary historyNo

Assets under management

Discretionary$683.2M
Non-discretionary$56.8M
Total (RAUM)$740M