ADVANCED ADVISOR GROUP, LLC

Overview

Advanced Advisor Group, LLC operates primarily as an insurance broker-dealer that also provides advisory services focused on individual and family clients. The firm combines fee-based portfolio management and financial planning with broker-dealer distribution, which explains its use of both percentage-of-AUM and hourly billing. Advisory work includes financial planning, portfolio management for individuals and small businesses, and publishing periodic client communications. The firm is organized as a limited liability company, is owned by an individual, and has been SEC-registered since 2020. Investment activity shows a clear tilt toward equities: exchange-traded equities make up the largest slice of managed assets, and the firm expresses a preference for equity allocations in client portfolios. It is not positioned as an active ESG investor and is not classified as a multi-state adviser despite operating offices in multiple states. The broker-dealer status and reported product use indicate integration between traditional wealth management and insurance-linked solutions.

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Public Holdings

Investments & Alternatives

Location & Offices