Advanced Asset Management Advisors Inc


Assets, Funds, Holdings

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Advanced Asset Management Advisors Inc
CRD #119859
SEC #801-61760
CIK #1075444
AUM $696.6 MM (94% Disc, 100% US, 2020-03-13)
Employees5 (60% Investors, 0% Brokers)
Address4995 Bradenton Ave, Suite 210
Dublin, OH 43017
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
VOO 26.6
IVV 25.5
SCHX 24.0
QQQ 17.7
VUG 15.2
IUSG 12.6
VBK 8.3
VOT 7.6
VB 6.9
VO 6.8
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Olson Mobeck & Associates Inc
CT 0.7
Meridian Wealth Management LLC
KY 0.7
Meridian Wealth Advisors LLC
TX 0.7
Deerfield Financial Advisors Inc
IN 0.7
International Strategy & Investment Inc
NY 0.7
Isthmus Partners LLC
WI 0.7
Quadrant Private Wealth Management LLC
PA 0.7
DDD Partners LLC
WA 0.7
Berkshire Asset Management Inc
PA 0.7
Roberts Glore & Co
IL 0.7
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