Advanced Asset Management Advisors, Inc.
Advanced Asset Management Advisors, Inc. (CRD# 119859) is a financial advisory firm headquartered in Dublin, OH. They manage $684,745,447 in 600 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management685MILLION
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Total Number of Accounts600ACCOUNTS
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Average Account Value$1,141,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, FL, GA, KS, LA, MD, MO, MS, NC, NJ, OH, PA, SC, TX, VA, WA, WV
Robert Baker (CRD# 2903881) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Dublin, OH and has over 24 years of experience in the finance industry.
Philip Voelker (CRD# 2820125) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Dublin, OH and has 1 year of experience in the finance industry.
Tony Wendeln (CRD# 4305229) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Piqua, OH and has over 14 years of experience in the finance industry.
Robert Williams (CRD# 3215051) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Dublin, OH and has 1 year of experience in the finance industry.
Aaron Ploscowe (CRD# 2663351) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Dublin, OH and has over 27 years of experience in the finance industry.