The American Institute for Advanced Investment Management, LLP
● SEC registered since 2012CRD 165183SEC# 801-77148Scottsdale, AZ
Reg. AUM
$309.3M
Employees
2
Accounts
452
Location
Scottsdale, AZ
The American Institute for Advanced Investment Management, LLP assets under management
The American Institute for Advanced Investment Management, LLP is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2012. It reports $309.3 million in regulatory assets under management and employs 2 people.
The American Institute for Advanced Investment Management, LLP owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Philip Lee Nagel Control | Managing General Partner, Chief Compliance Officer | Under 5% | 2012 |
| Pln Investment Strategies, LLC | General Partner | 50-75% | 2012 |
| The Hill Investment Group, LLC | General Partner | 50-75% | 2012 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The American Institute for Advanced Investment Management, LLP manage?
The American Institute for Advanced Investment Management, LLP reports $309.3 million in regulatory assets under management on its Form ADV.
How many employees does The American Institute for Advanced Investment Management, LLP have?
The American Institute for Advanced Investment Management, LLP reports 2 employees.
Where is The American Institute for Advanced Investment Management, LLP located?
The American Institute for Advanced Investment Management, LLP is based in Scottsdale, AZ and has been SEC-registered since 2012.
Does The American Institute for Advanced Investment Management, LLP disclose fund performance?
The American Institute for Advanced Investment Management, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7337 E Doubletree Ranch Road, Suite 195, Scottsdale, AZ 85258 |
| Phone | 480-346-1556 |
| Fax | 480-718-5925 |
| Office hours | 8:00 To 4:30 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$309.3M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$309.3Mregulatory AUM
Discretionary $278.3MNon-discretionary $31M