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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Advanced Asset Management Advisors Inc
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| CRD # | 119859 |
| SEC # | 801-61760 |
| CIK # | 1075444 |
| AUM | $696.6 MM (94% Disc, 100% US, 2020-03-13) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 614-717-4451 |
| Address | 4995 Bradenton Ave, Suite 210 Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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 |