ADVANCED INVESTMENT PARTNERS, LLC

SAFETY HARBOR, Florida·3 registered advisors·CRD# 149670
SEC# 801-70008727-799-3671
01

Firm Overview

AUM
$664M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at ADVANCED INVESTMENT PARTNERS, LLC

3 registered advisors
David Alan Dykstra
SAFETY HARBOR, Florida
Douglas William Case
SAFETY HARBOR, Florida
Matie Suzanne Krebs
SAFETY HARBOR, Florida
05

Office Locations

SAFETY HARBOR, Florida
3 advisors

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Data sourced from SEC Form ADV filings. ADVANCED INVESTMENT PARTNERS, LLC (CRD# 149670) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.