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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2017
- Office Locations
- 1
Office Locations
About Advanced Investment Management LLC
Advanced Investment Management is a Southwest Florida RIA providing fiduciary, fee-transparent investment advice and portfolio management built around each client’s retirement goals. The firm partners closely with clients through consultation and ongoing communication, emphasizing clear, understandable investment plans. Portfolios are implemented primarily with ETFs and fixed income, and the practice custody relationship includes Charles Schwab.
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Owner & Executives
SOREN THOMAS CHRISTENSEN
Chief Compliance Officer, Manager
- CRD
- #5167067
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,476,315 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,476,315 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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