Advanced Asset Management Advisors, Inc.

Overview

Advanced Asset Management Advisors, Inc. is an SEC registered investment adviser based in Dublin, OH, registered since 2003. It reports $651M in assets under management across 537 accounts, with 8 employees. It has 5 investment adviser representatives.

Reported AUM

$651M

Discretionary

100%

Accounts

537

Average account

$1.2M

Employees

8

Advisory reps

5

Registered since

2003

Jurisdictions

18

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Robert Dean Baker President, Chief Compliance Officer CRD 2903881
• Philip Allan Voelker Senior Vice President, Chief Investment Officer CRD 2820125

Advisory reps 3 of 5

• Robert Dean Baker Insurance Agent · Investment Adviser Rep CRD 2903881
• Aaron Joshua Ploscowe Investment Adviser Rep CRD 2663351
• Philip Allan Voelker Investment Adviser Rep CRD 2820125

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4995 Bradenton Ave Ste 210
Dublin, OH 43017

County

Franklin

Metro area

Columbus, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: aamafunds.com

Every state, with registration dates

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