Aaron Ploscowe
Aaron Ploscowe is a registered investment advisor at Advanced Asset Management Advisors, INC., based in Dublin, OH, with 7 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 336 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAMA charges a percentage of your portfolio's value each year, up to 2%. The exact fee is negotiable. If you end your relationship with AAMA, any unearned fees will be refunded to you.
Location
4995 Bradenton Ave., Suite 210, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Advanced Asset Management Advisors, INC.
Previous Registrations
Orion Portfolio Solutions, LLC
UBS Financial Services INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.