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SR. Vice President and Chief Investment Office · Advanced Asset Management Advisors, Inc.

Philip A. Voelker

CRD 2820125 · Named on Form ADV at one SEC-registered adviser

At a glance

Advanced Asset Management Advisors, Inc., an SEC-registered asset manager based in Dublin, OH with $651 million in regulatory assets, lists Philip A. Voelker on its Form ADV as SR. Vice President and Chief Investment Office, a control person.

Firms and roles

AtlasMembers

Philip’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robert D. BakerPresident, & Chief Compliance Officer, Advanced Asset Management Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.