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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 65 clients, or 65 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Advanced Investment Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SOREN THOMAS CHRISTENSEN
Chief Compliance Officer, Manager
- CRD
- #5167067
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Advanced Investment Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.