Advanced Asset Management Advisors, Inc.

Advanced Asset Management Advisors, Inc. (CRD# 119859) is a financial advisory firm headquartered in Dublin, OH. They manage $676,855,153 in 697 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    677
    MILLION
  • Total Number of Accounts
    697
    ACCOUNTS
  • Average Account Value
    $971,098
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 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 - 3 of 3 top financial advisors.
1
Robert D. Baker
CRD#: 2903881
255 Bradenton Avenue, 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 16 years of experience in the finance industry.

2
Philip A. Voelker
CRD#: 2820125
255 Bradenton Avenue Suite 200, 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.

3
Robert E. Williams
CRD#: 3215051
255 Bradenton Avenue, 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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