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| Advanced Asset Management Advisors Inc
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|---|---|
| CRD # | 119859 |
| SEC # | 801-61760 |
| CIK # | 0001075444 |
| AUM | 651.3 M (2026-03-30) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 614-717-4451 |
| Address | 4995 Bradenton Ave, Suite 210 Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001075444 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Freeport McMoran Copper & Gold Inc | 15.7 | ||
| Cisco Systems Inc | 15.5 | ||
| Grainger W W Inc | 13.9 | ||
| Alphabet Inc | 13.9 | ||
| Johnson & Johnson | 12.3 | ||
| Emerson Electric Co | 11.2 | ||
| Wal Mart Stores Inc | 11.2 | ||
| Visa Inc | 11.0 | ||
| Amazon Com Inc | 10.5 | ||
| J P Morgan Chase & Co | 10.1 | ||
| Applied Materials Inc /DE | 9.8 | ||
| Texas Instruments Inc | 9.4 | ||
| Qualcomm Inc/DE | 9.4 | ||
| United Technologies Corp /DE/ | 8.9 | ||
| Apple Inc | 8.6 | ||
| Microsoft Corp | 8.2 | ||
| Chevron Corp | 7.7 | ||
| Metropcs Communications Inc | 7.2 | ||
| AT&T Inc | 7.0 | ||
| Home Depot Inc | 6.0 | ||
| Mastercard Inc | 5.9 | ||
| Kroger Co | 5.7 | ||
| Amgen Inc | 5.4 | ||
| Union Pacific Corp | 5.4 | ||
| Norfolk Southern Corp | 4.5 | ||
| Procter & Gamble Co | 4.4 | ||
| PepsiCo Inc | 3.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 42.7 |
| (b) Individuals (high net worth individuals) | 29 | 84.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 508.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 537 | 651.3 |
| By Discretionary | ||
| Discretionary | 536 | 651.0 |
| Non-Discretionary | 1 | 0.2 |
| Total | 537 | 651.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 651.3 | |
| Total | 537 | 651.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001075444] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 309 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Asset Strategy Advisors LLC
✚
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