Advanced Investment Management LLC
Advanced Investment Management LLC (CRD# 289070) is a financial advisory firm headquartered in Naples, FL. They manage $47,287,207 in 254 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management47MILLION
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Total Number of Accounts254ACCOUNTS
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Average Account Value$186,170
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL
Soren T. Christensen is the Founder and Chief Investment Officer of Advanced Investment Management®. Mr. Christensen has decades of experience in the financial services industry and he is a Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Financial Consultant® professional. As a result of achieving these designations, Soren has extensive investment analysis and management training. These accreditations also set and maintain high ethical standards, with rigorous enforcement. In recognition of his considerable training, knowledge, and expertise Soren has been interviewed by many financial media outlets, including: CNBC, the Wall Street Journal, and Financial Planning Magazine, as well as many local publications, such as: Naples Illustrated, Gulfshore Business, and the Naples Daily News.
Mr. Christensen represents clients across the country as a comprehensive investment advisor. Soren founded Advanced Investment Management® to provide transparent advice for each client’s unique circumstances. Soren believes in full transparency of fees and honest communication with clients. He strives to offer an exceptionally high level of service to his clients.