Advance Investment Managers Limited is a large advisory firm based in Dublin 2. It manages $3.56 billion of regulatory assets for 404 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Indiana, Massachusetts, and New York.
Advance Investment Managers Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Advance Investment Managers Limited is $3.56 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Advance Investment Managers Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joan Mcgrath has been acting as President since 1 May 2014. Paul Raymond Giblin joined the executive team most recently as the Ceo And Director.
The principal office where Advance Investment Managers Limited performs its advisory services is located at Davy House, Dublin 2, , which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 353 1 6797788 or by fax 353 1 6148727. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at davy.ie/asset-management.