Be advised. This firm is no longer registered.

Advantage Retirement Group

Advantage Retirement Group (CRD# 144417) is a financial advisory firm headquartered in Fort Myers, FL. They manage $324,701,617 in 1,324 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8870 Daniels Parkway, Fort Myers, FL 33912
https://www.advantageretirementgroup.net
By the Numbers
  • Total Assets Under Management
    325
    MILLION
  • Total Number of Accounts
    1,324
    ACCOUNTS
  • Average Account Value
    $245,243
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, MD, SC, TX

Financial Advisors at Advantage Retirement Group
No Advisor Found.

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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