ADVANCED TRADER INVESTMENT ADVISORS, LLC.

Overview

Advanced Trader Investment Advisors, LLC is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients and small businesses. The firm combines financial planning with portfolio management and also operates as an insurance broker, suggesting a mix of investment advisory and insurance solutions for clients. Its business model charges a percentage-of-assets fee and is run under individual ownership rather than as part of a larger capital allocator or multi-state advisory network. Investment activity shows a clear tilt toward liquid equities: the firm reports a preference for exchange-traded equities as the dominant asset category. It does not identify as an active ESG investor and is not positioned as a pension consultant or related-adviser platform. Strategy emphasis appears centered on straightforward equity exposure supplemented by mutual funds and selected alternative allocations.

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Public Holdings

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Location & Offices