Philip Allan Voelker
Investment adviser representative at Advanced Asset Management Advisors, Inc.
25 yearsExperience
1 stateRegistered in
$651.3MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Advanced Asset Management Advisors, Inc.Nov 2001 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Advanced Asset Management Advisors, Inc.
$651.3MAssets managed
309Clients
5Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2820125
- Firm CRD
- 119859