ADVANCED ADVISOR GROUP, LLC

1995 East Rum River Drive S
Cambridge, Minnesota 55008
Tel: 763-689-9023

About ADVANCED ADVISOR GROUP, LLC

ADVANCED ADVISOR GROUP, LLC, formally registered with the SEC as ADVANCED ADVISOR GROUP, LLC. The firm was established in 04/17/2020. They have over 7 offices throughout the country.

ADVANCED ADVISOR GROUP, LLC is a Cambridge, Minnesota based Financial Planning firm with nearly $12,739,399 assets under management, offering retirement planning & investment advisory services to 106 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140393
SEC#	801-118465
Assets Managed by Firm	$12,739,399
No. of Clients	106
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	106	$12,739,399
Individuals (other than high net worth individuals)	61	$12,739,399

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