Advanced Advisor Group LLC

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Assets, Funds, Holdings

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Advanced Advisor Group LLC
CRD #140393
SEC #801-118465
CIK #
AUM $13.5 M (2025-03-11)
Employees 9 (100% Investors, 100% Brokers)
Phone763-689-9023
Address1995 East Rum River Drive S
Cambridge, MN 55008
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
151296302011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 65 13.5
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 105 13.5
By Discretionary
Discretionary 105 13.5
Non-Discretionary 0 0.0
Total 105 13.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 13.5
Total 105 13.5
Comparable Firms State AUM ($B)
Cubetech Capital LLC
0.0
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NY 0.0
Alinea Invest Inc
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Bloom Investment Advisors LLC
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ML Wealth LLC
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EKO Investments Inc
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Lobnek Wealth Management Inc
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Blue Sky Wealth Partners LLC
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GET Moving Inc
CA 0.0
Streetbeat LLC
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