Advanced Asset Management Advisors, Inc.

Advanced Asset Management Advisors, Inc. (CRD# 119859) is a financial advisory firm headquartered in Dublin, OH. They manage $834,451,649 in 707 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    834
    MILLION
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $1,180,271
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, KS, MD, MO, NC, NJ, OH, PA, SC, TX, VA

Financial Advisors at Advanced Asset Management Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Robert D. Baker
CRD#: 2903881
4995 Bradenton Ave., Suite 210, Dublin, OH 43017
93
Wealthminder
score

Robert Baker (CRD# 2903881) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Dublin, OH and has over 18 years of experience in the finance industry.

2
Tony Wendeln
CRD#: 4305229
326 North Wayne St., Piqua, OH 45356
93
Wealthminder
score

Tony Wendeln (CRD# 4305229) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Piqua, OH and has over 8 years of experience in the finance industry.

3
Philip A. Voelker
CRD#: 2820125
4995 Bradenton Ave., Suite 210, Dublin, OH 43017
87
Wealthminder
score

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.

4
Robert E. Williams
CRD#: 3215051
4995 Bradenton Ave., Suite 210, Dublin, OH 43017
87
Wealthminder
score

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.

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