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 an independent, SEC‑registered registered investment adviser formed in 2003 and organized as a corporation. The firm serves both individuals/families and institutional clients and charges a mix of percentage‑of‑AUM and fixed fees. Its advisory offerings include portfolio management for individuals, small businesses, investment companies and institutions, selection of other advisers, and pension consulting services. The firm is identified as a capital allocator, meaning it places client capital with third‑party managers in addition to managing public market investments. It is not listed 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
2 of 2
Robert Williams
Chief EconomistCRD 3215051
Philip Voelker
Chief Investment OfficerCRD 2820125
Contacts
3 of 3
Robert Baker
PresidentCRD 2903881
Tony Wendeln
IARCRD 4305229
Aaron Ploscowe
Director of National Sales and BusinessCRD 2663351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$110M in ETFs
100%
$110M
<1%
$442K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $51.6M | 75,088 | 46.71% |
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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