RIA Intel›Advisers›Colorado›ADVANCED INVESTMENTS

ADVANCED INVESTMENTS

Advisory

ENGLEWOOD, CO

Data as of Dec 9, 2025 · Source: SEC Form ADV

Rank in CO

#595

of 720 advisers by AUM

Average account

$136K

across 544 accounts

AUM per adviser

$37M

2 advisers

Source: SEC Form ADV. Figures as filed Dec 9, 2025.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients112

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndNovember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

112 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

MADISON STREET PARTNERS, LLC

$74M

$73M

WEALTH MANAGEMENT CONSULTANTS INC

$75M

ATLAS LIFESTYLE PLANNING GROUP LLC

COLORADO SPRINGS, CO

$73M

HEBERT ADVISORY SERVICES INC

$72M

IRVING PLANNING & INVESTMENTS, LTD.

$72M

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