CRD: 160044
Advanced Trader Investment Advisors, Llc.
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- Custodian
- Altruist · Pershing · SSG · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-03-2012
- Office Locations
- 1
Office Locations
About Advanced Trader Investment Advisors, Llc.
Advanced Trader Investment Advisors (ATIA) provides active, low-cost portfolio management and financial planning, building diversified equity and bond allocations across tactical/strategic approaches and sector themes, guided by a written Investment Policy Statement process. The firm also supports estate planning, trusts, and insurance planning, and uses MoneyGuidePro for planning analytics. Client accounts can be supported on Pershing’s NetX360 platform via SSG.
Team overview
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID MICHAEL GUNDY
Chief Compliance Officer, Managing Member, President
- CRD
- #3179762
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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