Advanced Investment Technology Inc is a large advisory firm based in Clearwater. It manages $708.7 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 4 other states.
Advanced Investment Technology provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. 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 Advanced Investment Technology Inc is $708.7 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Advanced Investment Technology Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.
Douglas William Case has been acting as President since 1 Oct 1997. Joseph Henry Cromarty joined the executive team most recently as the Director.
The principal office where Advanced Investment Technology Inc performs its advisory services is located at 311 Park Pl Blvd, Clearwater, FL 33759 3977, which is also the mailing address of the firm. An additional office of the firm is in Weston, FL. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 727-799-3671 or by fax 727-799-1232. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.ait-tech.com.