Advanced Asset Management Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Advanced Asset Management Advisors Inc
CRD #119859
SEC #801-61760
CIK #1075444
AUM $609.2 MM (94% Disc, 100% US)
Employees5 (60% Investors, 0% Brokers)
Phone614-717-4451
Address4995 Bradenton Ave, Suite 210
Dublin, OH 43017
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VOO 28.4
IVV 27.2
SCHX 25.6
VUG 16.0
IUSG 12.9
VBK 8.8
VOT 8.1
VB 7.7
VO 7.6
JPM 341,670.0 4.3
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Shuman & Schneider
CA
0.6
Vestax Securities Corporation
OH
0.6
Berthel Fisher & Company Financial Services Inc
IA
0.6
FCG Wealth Management LLC
NJ
0.6
Auxier Asset Management LLC
OR
0.6
Tarbox Family Office Inc
CA
0.6
Carret Capital LLC
NY
0.6
Minis & Co Inc
GA
0.6
Azzad Asset Management Inc
VA
0.6
Segment Wealth Management LLC
TX
0.6