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- Custodian
- Altruist · Pershing · SSG
- 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.
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 175 clients, or 175 clients per representative. That equates to $171.4K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on December 19, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Advanced Trader Investment Advisors, Llc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID MICHAEL GUNDY
Chief Compliance Officer, Managing Member, President
- CRD
- #3179762
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Advanced Trader Investment Advisors, Llc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.