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
By the Numbers
-
Total Assets Under Management325MILLION
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Total Number of Accounts1,324ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL, MD, SC, TX
Financial Advisors at Advantage Retirement Group
1
Alfred Tounjian (CRD# 3048792) is an Investment Advisor Representative working at Advantage Retirement Group in Fort Myers, FL and has over 25 years of experience in the finance industry.
2
David Antonucci (CRD# 7267538) is an Investment Advisor Representative working at Advantage Retirement Group in Fort Myers, FL and has over 3 years of experience in the finance industry.
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