RIA IntelAdvisersFloridaADVANCED MATH INVESTING INC

ADVANCED MATH INVESTING INC

Advisory

FL

Data as of Aug 16, 2026 · Source: SEC Form ADV

Rank in FL
#2,531
of 2,610 advisers by AUM
Average account
$60K
across 9 accounts
AUM per adviser
$539K
1 advisers

Source: SEC Form ADV. Figures as filed Aug 16, 2026.

Total AUM
$539K
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$539K
Discretionary AUM$539K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

TIP TOP LLC
$526K
FINANCIAL PLANNING BY DESIGN LLC.
$519K
TEP FINANCIAL SOLUTIONS LLC
$510K
VAKE CAPITAL LLC
$504K
BLUEFIN INVESTMENT MANAGEMENT, LLC
$500K
BIG BLUE INVESTORS, LLC
$675K

Get the full picture on ADVANCED MATH INVESTING INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ADVANCED MATH INVESTING INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans