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THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

Advisory

N·SCOTTSDALE, AZ

Data as of Feb 21, 2026 · Source: SEC Form ADV

Total AUM
$309M
1-Year AUM Growth
+12.7%
3-Year CAGR
+4.1%
Employees
2
Assets Under Management
Total AUM$309M
Discretionary AUM$278M
Non-Discretionary AUM$31M
Discretionary %90%
Total Clients253
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record25
First FilingSep 10, 2012
Latest FilingFeb 21, 2026
🔒 Full AUM trend chart and 25 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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