ADVANCED ADVISOR GROUP, LLC
CRD #140393 SEC #801-118465 CAMBRIDGE, MN 763-689-9023
SEC Registered Broker-Dealer
Total AUM
$13.5M
Discretionary
$13.5M
Employees
9
Clients
51
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $13.5M | $13.5M | $0 | 9 | 0 |
| Jul 2024 | $12.7M | $12.7M | $0 | 8 | 0 |
| Mar 2024 | $12.7M | $12.7M | $0 | 8 | 0 |
| May 2023 | $11.5M | $11.5M | $0 | 8 | 0 |
| Mar 2023 | $11.5M | $11.5M | $0 | 8 | 0 |
| Feb 2023 | $12.8M | $12.8M | $0 | 8 | 0 |
| Jan 2023 | $12.8M | $12.8M | $0 | 8 | 0 |
| Sep 2022 | $12.8M | $12.8M | $0 | 8 | 0 |
| Aug 2022 | $12.8M | $12.8M | $0 | 8 | 0 |
| Mar 2022 | $12.8M | $12.8M | $0 | 8 | 0 |
| Oct 2021 | $6.5M | $6.5M | $0 | 12 | 0 |
| Mar 2021 | $6.5M | $6.5M | $0 | 12 | 0 |
| Mar 2021 | $6.5M | $6.5M | $0 | 12 | 0 |
| Aug 2020 | $6.2M | $6.2M | $0 | 12 | 0 |
| Jun 2020 | $6.2M | $6.2M | $0 | 12 | 0 |
| Apr 2020 | $6.2M | $6.2M | $0 | 12 | 0 |
| Mar 2020 | $6.2M | $6.2M | $0 | 12 | 0 |
DateMar 2025
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$12.7M
Discretionary$12.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$12.7M
Discretionary$12.7M
Non-Disc.$0
Employees8
Clients0
DateMay 2023
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2020
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees12
Clients0
DateApr 2020
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees12
Clients0