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| Advanced Asset Management Advisors Inc
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|
|
|---|---|
| CRD # | 119859 |
| SEC # | 801-61760 |
| CIK # | 0001075444 |
| AUM | $684.7 MM (2023-03-23) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 614-717-4451 |
| Address | 4995 Bradenton Ave, Suite 210 Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001075444 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Applied Materials Inc /DE | 82,662.4 | 11.5 | |
| Metropcs Communications Inc | 166,764.4 | 10.7 | |
| Freeport McMoran Copper & Gold Inc | 44,631.0 | 10.2 | |
| Exxon Mobil Corp | 385,508.3 | 10.2 | |
| Microsoft Corp | 1,918,222.4 | 10.1 | |
| UnitedHealth Group Inc | 477,004.0 | 9.3 | |
| Apple Inc | 2,382,844.0 | 8.7 | |
| VISA Inc | 419,260.5 | 8.6 | |
| Chevron Corp | 294,604.1 | 7.7 | |
| Johnson & Johnson | 465,600.2 | 7.6 | |
| Starbucks Corp | 87,554.3 | 7.3 | |
| Alphabet Inc | 1,475,138.5 | 7.1 | |
| Grainger W W Inc | 23,029.0 | 7.1 | |
| Cisco Systems Inc | 178,309.9 | 6.9 | |
| Emerson Electric Co | 48,422.9 | 6.8 | |
| Verizon Communications Inc | 211,914.0 | 6.7 | |
| Bristol Myers Squibb Co | 167,557.4 | 6.6 | |
| Qualcomm Inc/DE | 147,392.0 | 6.5 | |
| Pfizer Inc | 284,248.0 | 5.9 | |
| Texas Instruments Inc | 142,156.2 | 5.9 | |
| Intel Corp | 154,482.4 | 5.7 | |
| Amazon Com Inc | 1,092,997.8 | 5.7 | |
| Wal Mart Stores Inc | 335,434.5 | 5.6 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 49.4 |
| (b) Individuals (high net worth individuals) | 31 | 76.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 619.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 38.8 |
| (h) Charitable organizations | 5 | 13.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 592 | 799.3 |
| By Discretionary | ||
| Discretionary | 591 | 760.5 |
| Non-Discretionary | 1 | 38.8 |
| Total | 592 | 799.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 799.3 | |
| Total | 592 | 799.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001075444] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Linden Global Strategies LLC
✚
|
NY | 0.7 |
|
Perennial Investment Advisors LLC
✚
|
CA | 0.7 |
|
Ignite Planners LLC
✚
|
CA | 0.7 |
|
Hohimer Wealth Management LLC
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|
WA | 0.7 |
|
Rudney Associates Inc
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|
CA | 0.7 |
|
Focus Investment Advisors Inc
✚
|
CA | 0.7 |
|
Alley Investment Management Company LLC
✚
|
IL | 0.7 |
|
Moody Aldrich Partners LLC
✚
|
MA | 0.7 |
|
Sky Investment Group LLC
✚
|
CT | 0.7 |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 0.7 |