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| Happy Holidays!! thanks for using AUM13F!! |
| Advanced Asset Management Advisors Inc
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| CRD # | 119859 |
| SEC # | 801-61760 |
| CIK # | 0001075444 |
| AUM | $740.0 M (2025-04-08) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 614-717-4451 |
| Address | 4995 Bradenton Ave, Suite 210 Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001075444 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| VISA Inc | 13.6 | ||
| Metropcs Communications Inc | 13.2 | ||
| Alphabet Inc | 12.1 | ||
| Amazon Com Inc | 12.0 | ||
| J P Morgan Chase & Co | 11.1 | ||
| Microsoft Corp | 11.0 | ||
| Freeport McMoran Copper & Gold Inc | 10.8 | ||
| Grainger W W Inc | 10.7 | ||
| Emerson Electric Co | 10.5 | ||
| Applied Materials Inc /DE | 10.3 | ||
| Apple Inc | 10.1 | ||
| Exxon Mobil Corp | 10.0 | ||
| AT&T Inc | 9.8 | ||
| Wal Mart Stores Inc | 9.6 | ||
| Cisco Systems Inc | 9.1 | ||
| Qualcomm Inc/DE | 8.1 | ||
| Johnson & Johnson | 7.4 | ||
| Kroger Co | 7.4 | ||
| Corning Inc /NY | 7.1 | ||
| United Technologies Corp /DE/ | 6.8 | ||
| Chevron Corp | 6.7 | ||
| Texas Instruments Inc | 6.6 | ||
| Mastercard Inc | 6.4 | ||
| Home Depot Inc | 6.2 | ||
| Procter & Gamble Co | 4.8 | ||
| Union Pacific Corp | 4.6 | ||
| Amgen Inc | 4.2 | ||
| Norfolk Southern Corp | 3.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 44.1 |
| (b) Individuals (high net worth individuals) | 31 | 85.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 534.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 56.8 |
| (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 | 6 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 576 | 740.0 |
| By Discretionary | ||
| Discretionary | 574 | 683.2 |
| Non-Discretionary | 2 | 56.8 |
| Total | 576 | 740.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 740.0 | |
| Total | 576 | 740.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001075444] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lifeworks Advisors LLC
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|
MI | 0.7 |
|
Permanent Capital Management LP
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|
IL | 0.7 |
|
Karma Capital Advisors PVT Ltd
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|
0.7 | |
|
Strategy Asset Managers LLC
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CA | 0.7 |
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Lynch & Associates Inc
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|
IN | 0.7 |
|
Optas LLC
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|
TX | 0.7 |
|
Bridgewealth Advisory Group LLC
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|
CA | 0.7 |
|
BCG Securities Inc
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|
NJ | 0.7 |
|
Scott Capital Partners LLP
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|
0.7 | |
|
3Chopt Investment Partners LLC
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|
VA | 0.7 |