Advanced Asset Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

4555 Wilson Ave SW Ste 2, Grandville, Mi...

Phone Number

(616) 531-5220

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1

About Advanced Asset Management

AAM Financial Planning and Investments is a financial advisory firm based in Grandville, MI, specializing in wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning services. The firm aims to help clients from various backgrounds define their vision of true wealth and create personalized financial plans to achieve their goals. Their services cater to individuals at different life stages, including young professionals, those preparing for retirement, and retirees looking to protect their legacy. AAM emphasizes a coaching approach, providing accountability and advocacy to ensure clients stay on track with their financial objectives.Explore more
Advanced Asset Management's Social MediaPopular SearchesAdvanced Asset Management LLCAdvanced Asset ManagementAAM Financial Planning and Investments LLCAam Fee-Only Financial Planning and Investment Adv...Advanced Asset Management Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Advanced Asset Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advanced Asset Management

<$5M
1-10
Private
-
1997
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
<$5M
2007
CS
Cynthia StaufferCertified Financial Planner & Professional & EA Agent (Enrolled )
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advanced Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Advanced Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advanced Asset Management.

Advanced Asset Management Tech Stack

A closer look at the technologies used by Advanced Asset Management

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Frequently Asked Questions Regarding Advanced Asset Management

What is Advanced Asset Management's official website?
Advanced Asset Management's official website is www.aamllc.com
What is Advanced Asset Management's Revenue?
Advanced Asset Management's revenue is <$5 Million
What is Advanced Asset Management's SIC code?
Advanced Asset Management's SIC: 62,628
What is Advanced Asset Management's NAICS code?
Advanced Asset Management's NAICS: 52,523
How many employees does Advanced Asset Management have?
Advanced Asset Management has 1-10 employees
What industry does Advanced Asset Management belong to?
Advanced Asset Management is in the industry of: Finance, Securities Trading
What is Advanced Asset Management competition?
Advanced Asset Management top competitors include: Copper Canyon Wealth Management, Stockade Wealth Management, Focus Financial Network, Wisemoney Solutions
What technology does Advanced Asset Management use?
Some of the popular technologies that Advanced Asset Management uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Google Font API
How do I contact Advanced Asset Management?
Advanced Asset Management contact info: Phone number: (616) 531-5220 Website: www.aamllc.com
What does Advanced Asset Management do?

AAM Financial Planning and Investments is a financial advisory firm based in Grandville, MI, specializing in wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning services. The firm aims to help clients from various backgrounds define their vision of true wealth and create personalized... financial plans to achieve their goals. Their services cater to individuals at different life stages, including young professionals, those preparing for retirement, and retirees looking to protect their legacy. AAM emphasizes a coaching approach, providing accountability and advocacy to ensure clients stay on track with their financial objectives.Read More

What are Advanced Asset Management social media links?
Advanced Asset Management Linkedin page Advanced Asset Management Twitter page Advanced Asset Management Facebook page
Is Advanced Asset Management a public company?
Advanced Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Advanced Asset Management

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