$74.1M Total AUM
$74.1M Disc. AUM
-- 3Y CAGR
2 Employees
112 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Mainstar Trust · Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-1999
- Office Locations
- 2
Office Locations
3740 Dacoro Lane Castle Rock CO
-- Highlands Ranch CO
About Advanced Investments
Advanced Investments is a Englewood-based RIA with 2 offices. The firm has been operating for 27 years. Managing $74.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Mainstar Trust. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
30 AVG AGE
$37.0M AVG AUM / ADVISOR
$661.2K AVG AUM / CLIENT
8.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Harbor Pioneer crest Legacy
Client Personas
Quantum
Custodian
Focus Wave
Investment Themes
Alpha
Investment Vehicles
Beacon bridge
Platform
Vector eagle
Services
Crest delta Harbor Beacon Focus Focus north Unison
Owner & Executives
CALVIN NEIL LENNBERG
Investment Advisor, President
- CRD
- #6233549
- Ownership
- 25% but less than 50%
(877) 898-2129
horizon.north@capitalcapital.com
in linkedin.com/in/vector-ridge
Showing 1 of 1 owners & executives
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Paul Reed Rosell
Owner
- CRD
- #7449818
(579) 612-7125
eagle.crest@crestcapital.com
in linkedin.com/in/insight-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,051,568 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,051,568 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,051,568
Equity - Exchange:
35.2% Other:
36.8% Cash:
14.2% Equity - OTC:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,248,362,531 | 35.2% |
| Other | $2,350,560,828 | 36.8% |
| Cash | $907,009,885 | 14.2% |
| Equity - OTC | $881,460,311 | 13.8% |
| Total | $6,387,393,555 | 100.0% |