ADVANCED ASSET MANAGEMENT ADVISORS, INC.
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
FINTRXOverview
Advanced Asset Management Advisors, Inc. is a corporation registered with the SEC since 2003 that operates as a capital allocator for both individual/family and institutional clients. Ownership is listed as a combination of a domestic entity and an individual. The firm charges clients using a blend of percentage-of-AUM and fixed fees and provides a range of advisory services, including discretionary portfolio management for individuals, small businesses, investment companies and institutions, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Cash & Cash Equivalents27%
- Exchange Traded Equities7%
- US Government Bonds5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1PHILIP VOELKER
Chief Investment OfficerCRD 2820125
Contacts
3 of 4ROBERT BAKER
PresidentCRD 2903881
ROBERT WILLIAMS
Director of MarketingCRD 3215051
TONY WENDELN
IARCRD 4305229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$105M in ETFs
100%
$104M
<1%
$419K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $52.3M | 87,577 | 49.95% |
Location
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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