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⚲
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| Advanced Asset Management Advisors Inc
✚
| |
|---|---|
| CRD # | 119859 |
| SEC # | 801-61760 |
| CIK # | 0001075444 |
| AUM | $722.3 MM (2024-03-25) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 614-717-4451 |
| Address | 4995 Bradenton Ave, Suite 210 Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 15.3 | |
| AMAT | 82,662.4 | 13.2 | |
| TMUS | 166,764.4 | 13.0 | |
| GOOGL | 1,475,138.5 | 12.5 | |
| FCX | 44,631.0 | 12.2 | |
| AAPL | 2,382,844.0 | 10.8 | |
| XOM | 385,508.3 | 10.7 | |
| AMZN | 1,092,997.8 | 10.6 | |
| QCOM | 147,392.0 | 10.1 | |
| UNH | 477,004.0 | 10.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 43.5 |
| (b) Individuals (high net worth individuals) | 31 | 80.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 544.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 38.9 |
| (h) Charitable organizations | 5 | 12.0 |
| (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 | 6 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 722.3 |
| By Discretionary | ||
| Discretionary | 599 | 683.5 |
| Non-Discretionary | 1 | 38.9 |
| Total | 600 | 722.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 722.3 | |
| Total | 600 | 722.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001075444] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Keudell Morrison Wealth Management LLC
✚
|
OR | 0.7 |
|
Bedell Frazier Investment Counselling LLC
✚
|
CA | 0.7 |
|
Fountainhead Capital Management LLC
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|
NJ | 0.7 |
|
Compton Financial Group LLC
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|
MD | 0.7 |
|
Summit Wealth & Retirement Planning Inc
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|
CA | 0.7 |
|
Corvus Wealth Advisors LLC
✚
|
CA | 0.7 |
|
Frisch Financial Group Inc
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|
NY | 0.7 |
|
Integrated Investment Consultants LLC
✚
|
MI | 0.7 |
|
TFB Advisors LLC
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|
KS | 0.7 |
|
P J Schmidt Investment Management Inc
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|
WI | 0.7 |