Advanced Asset Management Advisors, Inc.
● SEC registered since 2003CRD 119859SEC# 801-61760Dublin, OH
Reg. AUM
$651.3M
Employees
8
Accounts
537
Location
Dublin, OH
Advanced Asset Management Advisors, Inc. assets under management
Advanced Asset Management Advisors, Inc. is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 2003. It reports $651.3 million in regulatory assets under management and employs 8 people.
Advanced Asset Management Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aama, Inc. 401k Psp and Trust Control | Shareholder | 10-25% | 1999 |
| Philip Allan Voelker Control | Sr. Vice President And Chief Investment Office | 25-50% | 2001 |
| R Baker, Trustee, P Baker Gst Trust Control | Shareholder | 5-10% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Advanced Asset Management Advisors, Inc. manage?
Advanced Asset Management Advisors, Inc. reports $651.3 million in regulatory assets under management on its Form ADV.
How many employees does Advanced Asset Management Advisors, Inc. have?
Advanced Asset Management Advisors, Inc. reports 8 employees.
Where is Advanced Asset Management Advisors, Inc. located?
Advanced Asset Management Advisors, Inc. is based in Dublin, OH and has been SEC-registered since 2003.
Does Advanced Asset Management Advisors, Inc. disclose fund performance?
Advanced Asset Management Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4995 Bradenton Ave., Suite 210, Dublin, OH 43017 |
| Phone | 614-717-4451 |
| Fax | 614-717-4453 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1075444 |
| Discloses disciplinary history | No |
Regulatory AUM
$651.3M▼ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$651.3Mregulatory AUM
Discretionary $651MNon-discretionary $227K