Advantage Investment Management, LLC
Advantage Investment Management, LLC (CRD# 146236) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $385,555,230 in 2,524 accounts and serve the financial needs of clients across 38 states (or territories).
Current Firm Details
Advantage Investment Management, LLC
By the Numbers
-
Total Assets Under Management386MILLION
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Total Number of Accounts2,524ACCOUNTS
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Average Account Value$152,756
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
Financial Advisors at Advantage Investment Management, LLC
No Advisor Found.
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