# Advanced Advisor Group

Advanced Advisor Group is a Bank / Wealth / Trust based in Cambridge, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cambridge, United States
- **Region:** North America
- **Address:** Cambridge, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** efsadvisors.com
- **LinkedIn:** https://linkedin.com/company/advancedadvisorgroup

## Regulatory record

- **CRD number:** 140393
- **SEC file number:** 801-118465
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140393

## About

Advanced Advisor Group was established in 2008 as a US-based registered investment advisor. The firm delivers advisory services across financial planning, retirement planning, portfolio management, and investment management. It works with individuals, business entities, charitable organizations, estates, and trust programs. No additional offices, team size, or dated operational events from the last 24 months are recorded. The firm operates as a standard RIA without disclosed family-office structures or proprietary vehicles.

## Questions

### Who runs investment decisions at Advanced Advisor Group?

No named principals or CIO are disclosed in available records.

### Does Advanced Advisor Group participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are specified.

### What investment stages does Advanced Advisor Group typically target?

The firm provides portfolio management and planning services without disclosed stage focus.

## Related profiles

- [Advance Capital](https://altss.com/profile/advance-capital)
- [Advanced Asset Management](https://altss.com/profile/advanced-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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