Advanced Math Investing Inc

Overview

Advanced Math Investing Inc operates as a small, independent registered investment adviser focused on individual and family clients and small businesses. The firm charges clients a percentage-of-AUM fee and provides financial planning and portfolio management. Its filings show a clear tilt toward publicly traded equities: exchange-traded instruments are the dominant allocation. The adviser manages all of its reported assets on a discretionary basis, indicating the firm makes ongoing portfolio decisions for clients rather than only offering one-off advice. The business is owner-operated (individual ownership) and is not positioned as a capital allocator or a multi-state or pension consultant. It does not present itself as an active ESG investor. Given the asset base and client count, the firm functions as a boutique RIA that concentrates on direct equity exposure and ETF usage to execute client strategies.

Assets & Accounts

Public Holdings

Location & Offices