AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
  • AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
  • ADVANCED ASSET MANAGEMENT L.L.C.

Adviser Profile

As of Date 07/07/2023
Registration status Terminated
ADV Location GRANDVILLE, MI, United States
Contact Info 616 xxxxxxx
Websites
AUM* 133,364,865 -10%
of that, discretionary 133,304,753 -10%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 94,051 -19%
% High Net Worth 11.46% -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

149M 128M 106M 85M 64M 43M 21M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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