Advanced Asset Management Advisors, Inc.
Advanced Asset Management Advisors, Inc. is an SEC-registered wealth manager in Dublin, OH with $651.3M assets under management (AUM, regulatory AUM), -12% over one year. See who owns Advanced Asset Management Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119859, SEC 801-61760, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $651.3M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Dublin, OH
- Employees
- 8
- Clients
- 307
- CRD
- 119859
- Ownership
- BAKER, ROBERT, DEAN; VOELKER, PHILIP, ALLAN; AAMA, INC. 401K PSP AND TRUST; WEBB, EDWARD, GEDNEY; MYERS, G, ROBERT
How much AUM does Advanced Asset Management Advisors, Inc. have?
Advanced Asset Management Advisors, Inc. reported $651.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Advanced Asset Management Advisors, Inc.?
Disclosed owners and executives of Advanced Asset Management Advisors, Inc. include BAKER, ROBERT, DEAN, VOELKER, PHILIP, ALLAN, AAMA, INC. 401K PSP AND TRUST, WEBB, EDWARD, GEDNEY, MYERS, G, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.