Investment adviser · CRD 149670

ADVANCED INVESTMENT PARTNERS, LLC

Investment adviser filing (IA)

SAFETY HARBOR, FL, United States · Form ADV filed Sep 9, 2013

Regulatory AUM
$664M
Form ADV · Item 5.F
Client accounts
1,802
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
9
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 9, 2013. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

100 MAIN STREET, #301
SAFETY HARBOR, FL, 34695, United States

CRD 149670

Filing source

Form ADV 755645 · Sep 9, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.