ADVANCED ASSET MANAGEMENT ADVISORS, INC.
CRD #119859 SEC #801-61760 DUBLIN, OH 614-717-4451
SEC Registered
Total AUM
$740M
Discretionary
$683.2M
Employees
8
Clients
0
Accounts
576
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $740M | $683.2M | $56.8M | 8 | 336 |
| Mar 2025 | $740M | $683.2M | $56.8M | 8 | 336 |
| Mar 2024 | $722.3M | $683.5M | $38.9M | 8 | 357 |
| Mar 2023 | $684.7M | $650.6M | $34.2M | 8 | 358 |
| Mar 2023 | $799.3M | $760.5M | $38.8M | 8 | 351 |
| Mar 2022 | $799.3M | $760.5M | $38.8M | 8 | 351 |
| Mar 2021 | $750.6M | $706.8M | $43.8M | 8 | 0 |
| Dec 2020 | $696.6M | $656.2M | $40.5M | 7 | 0 |
| Jun 2020 | $696.6M | $656.2M | $40.5M | 5 | 0 |
| Mar 2020 | $696.6M | $656.2M | $40.5M | 5 | 0 |
| Mar 2019 | $609.2M | $574.7M | $34.4M | 5 | 0 |
| Mar 2019 | $609.2M | $574.7M | $34.4M | 5 | 0 |
| Mar 2018 | $609.3M | $570.7M | $38.6M | 5 | 0 |
| Aug 2017 | $834.5M | $548.1M | $286.4M | 5 | 400 |
| Jun 2017 | $749.5M | $139.3M | $610.2M | 5 | 400 |
| Mar 2017 | $749.5M | $139.3M | $610.2M | 5 | 400 |
| Mar 2016 | $676.9M | $130.5M | $546.3M | 5 | 400 |
| Mar 2015 | $555.9M | $555.9M | $0 | 5 | 400 |
| Aug 2014 | $481.8M | $481.8M | $0 | 7 | 300 |
| Mar 2014 | $481.8M | $481.8M | $0 | 7 | 300 |
| Mar 2013 | $452.3M | $452.3M | $0 | 7 | 300 |
| Mar 2012 | $393.2M | $393.2M | $0 | 6 | 400 |
| Nov 2011 | $394.3M | $394.3M | $0 | 6 | 502 |
| Apr 2011 | $394.3M | $394.3M | $0 | 10 | -- |
| Mar 2011 | $394.3M | $394.3M | $0 | 10 | -- |
| Mar 2009 | $310M | $310M | $0 | 10 | -- |
| Mar 2008 | $395.6M | $395.6M | $0 | 10 | -- |
| Mar 2007 | $367.1M | $367.1M | $0 | 10 | -- |
| Feb 2006 | $259.1M | $259.1M | $0 | 10 | -- |
| Feb 2006 | $259.1M | $259.1M | $0 | 10 | -- |
| Sep 2005 | $146M | $146M | $0 | 10 | -- |
| May 2005 | $146M | $146M | $0 | 10 | -- |
| Nov 2003 | $54.5M | $54.5M | $0 | 10 | -- |
DateApr 2025
Total AUM$740M
Discretionary$683.2M
Non-Disc.$56.8M
Employees8
Clients336
DateMar 2025
Total AUM$740M
Discretionary$683.2M
Non-Disc.$56.8M
Employees8
Clients336
DateMar 2024
Total AUM$722.3M
Discretionary$683.5M
Non-Disc.$38.9M
Employees8
Clients357
DateMar 2023
Total AUM$684.7M
Discretionary$650.6M
Non-Disc.$34.2M
Employees8
Clients358
DateMar 2023
Total AUM$799.3M
Discretionary$760.5M
Non-Disc.$38.8M
Employees8
Clients351
DateMar 2022
Total AUM$799.3M
Discretionary$760.5M
Non-Disc.$38.8M
Employees8
Clients351
DateMar 2021
Total AUM$750.6M
Discretionary$706.8M
Non-Disc.$43.8M
Employees8
Clients0
DateDec 2020
Total AUM$696.6M
Discretionary$656.2M
Non-Disc.$40.5M
Employees7
Clients0
DateJun 2020
Total AUM$696.6M
Discretionary$656.2M
Non-Disc.$40.5M
Employees5
Clients0
DateMar 2020
Total AUM$696.6M
Discretionary$656.2M
Non-Disc.$40.5M
Employees5
Clients0
DateMar 2019
Total AUM$609.2M
Discretionary$574.7M
Non-Disc.$34.4M
Employees5
Clients0
DateMar 2019
Total AUM$609.2M
Discretionary$574.7M
Non-Disc.$34.4M
Employees5
Clients0
DateMar 2018
Total AUM$609.3M
Discretionary$570.7M
Non-Disc.$38.6M
Employees5
Clients0
DateAug 2017
Total AUM$834.5M
Discretionary$548.1M
Non-Disc.$286.4M
Employees5
Clients400
DateJun 2017
Total AUM$749.5M
Discretionary$139.3M
Non-Disc.$610.2M
Employees5
Clients400
DateMar 2017
Total AUM$749.5M
Discretionary$139.3M
Non-Disc.$610.2M
Employees5
Clients400
DateMar 2016
Total AUM$676.9M
Discretionary$130.5M
Non-Disc.$546.3M
Employees5
Clients400
DateMar 2015
Total AUM$555.9M
Discretionary$555.9M
Non-Disc.$0
Employees5
Clients400
DateAug 2014
Total AUM$481.8M
Discretionary$481.8M
Non-Disc.$0
Employees7
Clients300
DateMar 2014
Total AUM$481.8M
Discretionary$481.8M
Non-Disc.$0
Employees7
Clients300
DateMar 2013
Total AUM$452.3M
Discretionary$452.3M
Non-Disc.$0
Employees7
Clients300
DateMar 2012
Total AUM$393.2M
Discretionary$393.2M
Non-Disc.$0
Employees6
Clients400
DateNov 2011
Total AUM$394.3M
Discretionary$394.3M
Non-Disc.$0
Employees6
Clients502
DateApr 2011
Total AUM$394.3M
Discretionary$394.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$394.3M
Discretionary$394.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$395.6M
Discretionary$395.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$367.1M
Discretionary$367.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees10
Clients--