Advanced Asset Management Advisors, Inc.

RIASEC Registered
Total AUM
$651M
Discretionary
$651M
100% of AUM
Avg account
$1.2M
Accounts
537
Employees
8
Advisory reps
5

Firm details

Headquarters
Dublin, Ohio
CRD number
119859
Registered since
January 24, 2003
Website
www.aamafunds.com
Custodians
U.S. BANK, N.A., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies78.01%
  • HNWI13.04%
  • Individuals6.56%
  • Charitable Organizations2.02%
  • Corporations / Businesses0.37%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Advanced Asset Management Advisors, Inc. is a corporate, institutional registered investment adviser that has been SEC registered since 2003. The firm serves both individual/family clients and institutional investors and acts as a capital allocator, charging either a percentage of assets under management or fixed fees. Its advisory scope includes discretionary portfolio management for individuals, small businesses, investment companies and institutional clients, plus services related to selecting other advisers and pension consulting. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Cash & Cash Equivalents 27%, Exchange Traded Equities 7%, US Government Bonds 5%, Investment Grade Corp Bonds 1%59%
  • Public Funds/Mutual Funds59%
  • Cash & Cash Equivalents27%
  • Exchange Traded Equities7%
  • US Government Bonds5%
  • Investment Grade Corp Bonds1%

Owners & executives

2 of 2
  • Robert Williams

    Robert Williams

    Chief EconomistCRD 3215051

  • Philip Voelker

    Philip Voelker

    Chief Investment OfficerCRD 2820125

Contacts

3 of 3

  • Tony Wendeln

    IARCRD 4305229

  • Robert Baker

    Robert Baker

    PresidentCRD 2903881

  • Aaron Ploscowe

    Aaron Ploscowe

    Director of National Sales and BusinessCRD 2663351

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 65

Active vs passive

$113M in ETFs

Passive

100%

$113M

Active

<1%

$452K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$52.7M75,12546.60%
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Location

Primary office

Dublin, OH

Franklin

Location

Dublin, OH

Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
4995 Bradenton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth