Advanced Advisor Group, LLC
● SEC registered since 2020CRD 140393SEC# 801-118465Cambridge, MN
Reg. AUM
$10.9M
Employees
11
Accounts
96
Location
Cambridge, MN
Advanced Advisor Group, LLC assets under management
Advanced Advisor Group, LLC is an investment advisory firm registered with the SEC based in Cambridge, MN. The firm has been registered since 2020. It reports $10.9 million in regulatory assets under management and employs 11 people.
Advanced Advisor Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dorothy Susan Fuller | Executive Rep. Finop | Under 5% | 2006 |
| Kent Donald Schutte Control | President, Cco | Over 75% | 2006 |
Frequently asked questions
How much does Advanced Advisor Group, LLC manage?
Advanced Advisor Group, LLC reports $10.9 million in regulatory assets under management on its Form ADV.
How many employees does Advanced Advisor Group, LLC have?
Advanced Advisor Group, LLC reports 11 employees.
Where is Advanced Advisor Group, LLC located?
Advanced Advisor Group, LLC is based in Cambridge, MN and has been SEC-registered since 2020.
Does Advanced Advisor Group, LLC disclose fund performance?
Advanced Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1995 East Rum River Drive S, Cambridge, MN 55008 |
| Phone | 763-689-9023 |
| Fax | 763-689-3742 |
| Office hours | 8a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$10.9M▼ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$10.9Mregulatory AUM
Discretionary $10.9M