Advanced Math Investing Inc
RIAState Registered
Total AUM
$539K
Discretionary
$539K
100% of AUM
Avg account
$59.9K
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 165593
- Website
- advancedmathinvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Advanced Math Investing Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm’s client base is focused on individuals and families, and it provides financial planning and portfolio management services aimed at individuals and small businesses. Compensation is fee-based, calculated as a percentage of assets under management. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities70%
- Cash & Cash Equivalents25%
- Derivatives5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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