Advantage Investment Management

Advantage Investment Management (CRD# 146493) is a financial advisory firm headquartered in Louisville, KY. They manage $159,751,600 in 372 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
Glenview Pointe Business Center, 2319 Lime Kiln Lane, Suite A, Louisville, KY 40222
http://www.aim-rps.com
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $429,440
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 pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, PA, TX

Financial Advisors at Advantage Investment Management
Showing 1 - 4 of 4 top financial advisors.
1
William Fowler, financial advisor Louisville KY
William T. Fowler
CRD#: 3087793
222 E Witherspoon St, Suite 105b, Louisville, KY 40202

William Fowler (CRD# 3087793) is an Investment Advisor Representative working at Advantage Investment Management in Louisville, KY and has over 25 years of experience in the finance industry.

2
Donald Garton, financial advisor Louisville KY
Donald L. Garton
CRD#: 2125313
Glenview Pointe Business Center, 2319 Lime Kiln Lane, Suite A, Louisville, KY 40222

Donald Garton (CRD# 2125313) is an Investment Advisor Representative working at Advantage Investment Management in Louisville, KY and has over 33 years of experience in the finance industry.

3
Michael Garton, financial advisor Louisville KY
Michael J. Garton
CRD#: 7149886
Glenview Pointe Business Center, 2319 Lime Kiln Lane, Suite A, Louisville, KY 40222

Michael Garton (CRD# 7149886) is an Investment Advisor Representative working at Advantage Investment Management in Louisville, KY and has over 4 years of experience in the finance industry.

4
Lisa Heffley, financial advisor Louisville KY
Lisa C. Heffley
CRD#: 1823107
Glenview Pointe Business Center, 2319 Lime Kiln Lane, Suite A, Louisville, KY 40222

Lisa Heffley (CRD# 1823107) is an Investment Advisor Representative working at Advantage Investment Management in Louisville, KY and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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