| Name | Title | Ownership | Since |
|---|---|---|---|
| Philip Lee Nagel Control | Managing General Partner, Chief Compliance Officer | Under 5% | 2012 |
| Pln Investment Strategies, LLC | General Partner | 50-75% | 2012 |
| The Hill Investment Group, LLC | General Partner | 50-75% | 2012 |
The American Institute for Advanced Investment Management, LLP reports $291.3 million in regulatory assets under management on its Form ADV.
The American Institute for Advanced Investment Management, LLP reports 2 employees.
The American Institute for Advanced Investment Management, LLP is based in Scottsdale, AZ and has been SEC-registered since 2012.
The American Institute for Advanced Investment Management, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7337 E Doubletree Ranch Road, Suite 195, Scottsdale, AZ 85258 |
| Phone | 480-346-1556 |
| Fax | 480-718-5925 |
| Office hours | 8:00 To 4:30 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $261.5M |
| Non-discretionary | $29.8M |
| Total (RAUM) | $291.3M |