ADVANCED ASSET MANAGEMENT ADVISORS, INC.

4995 Bradenton Ave., Suite 210
Dublin, Ohio 43017
Tel: 614-717-4451

About ADVANCED ASSET MANAGEMENT ADVISORS, INC.

ADVANCED ASSET MANAGEMENT ADVISORS, INC, formally registered with the SEC as ADVANCED ASSET MANAGEMENT ADVISORS, INC. The firm was established in 01/24/2003. They have over 3 offices throughout the country.

ADVANCED ASSET MANAGEMENT ADVISORS, INC. is a Dublin, Ohio based Financial Planning firm with nearly $722,331,263 assets under management, offering retirement planning & investment advisory services to 600 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119859
SEC#	801-61760
Assets Managed by Firm	$722,331,263
No. of Clients	600
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	600	$722,331,263
Individuals (other than high net worth individuals)	312	$43,483,450
High net worth individuals	31	$80,334,450
Pension and profit sharing plans	1	$38,850,408
Charitable organizations	5	$12,009,714
Corporations or other businesses	6	$3,486,631

More Retirement Planning firms in Dublin, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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