Advanced Investment Technology Inc (Clearwater)

Name: Advanced Investment Technology Inc
Address: 311 Park Pl Blvd, Clearwater, FL, 33759 3977
Telephone: 727-799-3671

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.

Advanced Investment Technology: assets under management

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 firm manages $685.67 million in discretionary accounts and $23.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.52 million.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Advanced Investment Technology Inc

Douglas William Case has been acting as President since 1 Oct 1997. Joseph Henry Cromarty joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Investment Technology Group	Owner	1 Oct 1996	Other	59-2848406
Bryan Edward Stypul	Chief financial officer	1 Nov 1996	Other	4360826
Raymond Louis Killian	Director	1 Dec 1996	Other	269384
Douglas William Case	President/chief investment officer	1 Oct 1997	Other	4360788
Nicholas Lopardo	Director	1 Nov 1997	Other	4361692
Alan Brown	Director	1 Nov 1997	Other	4361714
Dana Lee Vicander	Compliance officer	1 Jan 1998	Other	2008915
John Snow	Chairman	1 Apr 1998	Other	2601101
Orhan Karaali	Director of research	1 Feb 2000	Other	4361492
Llc A Subsidiary Of State Street Bank & Trust Company State Street Global Alliance	Owner	1 Jul 2000	50% - 75%	52-2289770
Llc A Subsidiary Of State Street Corp. State Street Global Alliance	Owner	1 Jul 2000	75% - 100%	52-2289770
Barry Evan Schneirov	Managing director of marketing	1 Sep 2000	Other	2286577
Joseph Henry Cromarty	Director	1 Jul 2001	Other	2351673
Jean Francois Schock	Director	1 Jul 2001	Other	4419117

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
State Street Corporation	Shareholder	1 Jun 1990	75% - 100%	04-2456637
Inc. Limetree Investments	Shareholder	1 Jul 2000	25% - 50%	134147037
Abp	Shareholder	1 Jul 2000	75% - 100%	046288081
Inc. State Street Global Advisors	Shareholder	1 Jul 2000	75% - 100%	061313175

Based in Clearwater

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.