Advisor at Advanced Asset Management Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advanced Asset Management Advisors, Inc.
Location
Cincinnati, OH
Credentials
Series 63, Series 65, Series 66
Industry experience
7 years
Aaron Ploscowe is a financial advisor at Advanced Asset Management Advisors, Inc. in Cincinnati, OH, holding Series 63, 65, and 66 licenses with seven years of industry experience. He has been associated with FTJ FundChoice, LLC since 2012. Advanced Asset Management Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, retirement accounts, corporations, retirement plans, other advisors, broker-dealers, and charitable organizations. The firm employs modern portfolio management techniques and offers customized portfolios, market-neutral strategies, and Life-Style Portfolios, managing affiliated mutual funds including the AAMA Equity Fund and the AAMA Income Fund.
Based on Advanced Asset Management Advisors, Inc.
Based on Advanced Asset Management Advisors, Inc.
Fixed fees are offered with pro-rated refunds; specific amounts not stated.
2.00% or less annually, negotiable
Cincinnati, OH
Ohio · Texas
FTJ FundChoice, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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