Overview
Assets Under Management: $881 million
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 205
Average Client Assets: $0.7 million
Frequently Asked Questions
ADVANTAGE INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146236), ADVANTAGE INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ADVANTAGE INVESTMENT MANAGEMENT, LLC is headquartered in CEDAR RAPIDS, IA.
ADVANTAGE INVESTMENT MANAGEMENT, LLC serves 205 high-net-worth clients according to their SEC filing dated April 02, 2018. View client details ↓
According to their SEC Form ADV, ADVANTAGE INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ADVANTAGE INVESTMENT MANAGEMENT, LLC manages $881 million in client assets according to their SEC filing dated April 02, 2018.
According to their SEC Form ADV, ADVANTAGE INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.55%
Average Client Assets: $0.7 million
Total Client Accounts: 5,393
Discretionary Accounts: 5,276
Non-Discretionary Accounts: 117
Regulatory Filings
CRD Number: 146236
Filing ID: 1199490
Last Filing Date: 2018-04-02 20:52:00