Advantage Investment Management

Advantage Investment Management (CRD# 146493) is a financial advisory firm headquartered in Louisville, KY. They manage $48,877,303 in 378 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $129,305
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, PA

Financial Advisors at Advantage Investment Management
Showing 1 - 3 of 3 top financial advisors.
1
Barry P. Meyers
CRD#: 1284833
Glenview Pointe Business Center, 2319 Lime Kiln Lane, Suite A, Louisville, KY 40222
93
Wealthminder
score

Barry Meyers (CRD# 1284833) is an Investment Advisor Representative working at Advantage Investment Management in Louisville, KY and has over 33 years of experience in the finance industry.

2
Michael B. Matzner
CRD#: 6706170
Glenview Pointe Business Center, 2319 Lime Kiln Lane, Suite A, Louisville, KY 40222
87
Wealthminder
score

Michael Matzner (CRD# 6706170) is an Investment Advisor Representative working at Advantage Investment Management in Louisville, KY and has 1 year of experience in the finance industry.

3
Donald L. Garton
CRD#: 2125313
Glenview Pointe Business Center, 2319 Lime Kiln Lane, Suite A, Louisville, KY 40222
86
Wealthminder
score

Donald Garton (CRD# 2125313) is an Investment Advisor Representative working at Advantage Investment Management in Louisville, KY and has over 27 years of experience in the finance industry. Donald Garton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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