Overview
Assets Under Management: $99 million
High-Net-Worth Clients: 25
Average Client Assets: $3.2 million
Frequently Asked Questions
INVESTOR'S ADVANTAGE 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 #315773), INVESTOR'S ADVANTAGE is subject to fiduciary duty under federal law.
INVESTOR'S ADVANTAGE serves 25 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, INVESTOR'S ADVANTAGE offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
INVESTOR'S ADVANTAGE manages $99 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, INVESTOR'S ADVANTAGE serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.33%
Average Client Assets: $3.2 million
Total Client Accounts: 202
Discretionary Accounts: 201
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 315773
Filing ID: 2064472
Last Filing Date: 2026-03-04 13:06:38