Advanced Math Investing Inc
Firm details
- Headquarters
- ,
- CRD number
- 165593
- Website
- advancedmathinvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Advanced Math Investing Inc. is an independent, privately owned registered investment adviser that focuses on serving individual and family clients. The firm bills clients on a percentage-of-assets-under-management basis and provides financial planning alongside discretionary portfolio management for individuals and small businesses. It does not position itself as an institutional capital allocator, is not identified as an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents25%
- Derivatives5%
Contacts
1 of 1
Rand Robinson
Registered Investment AdvisorCRD 6124405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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