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⚲
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| Advanced Advisor Group LLC
✚
| |
|---|---|
| CRD # | 140393 |
| SEC # | 801-118465 |
| CIK # | |
| AUM | $12.7 MM (2024-07-16) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 763-689-9023 |
| Address | 1995 East Rum River Drive S Cambridge, MN 55008 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 12.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 106 | 12.7 |
| By Discretionary | ||
| Discretionary | 106 | 12.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 106 | 12.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.7 | |
| Total | 106 | 12.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ML Wealth LLC
✚
|
NY | 0.0 |
|
Cubetech Capital LLC
✚
|
0.0 | |
|
St Louis Financial Planners Inc
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|
MO | 0.0 |
|
Blue Sky Wealth Partners LLC
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|
0.0 | |
|
Bloom Investment Advisors LLC
✚
|
CA | 0.0 |
|
Streetbeat LLC
✚
|
CA | 0.0 |
|
Alinea Invest Inc
✚
|
NY | 0.0 |
|
Sun Global LLC
✚
|
PA | 0.0 |
|
Alphanso Inc
✚
|
NY | 0.0 |
|
EKO Investments Inc
✚
|
NY | 0.0 |