Advantage Investment Management Review

Trust Score 80%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Advantage Investment Management, federally registered in 2008, is a Registered Investment Advisor (RIA) in 38 state(s) with a licensed staff of 30 advisors. Advantage Investment Management manages $385.6 million and provides investment advisory services for 2,524 clients (1:85 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Minimum Investment $50,000
Average Client Balance $152,755
Hybrid Advisor No
Disciplinary History Yes
Total AUM $385.6 million
Advisor / Client Ratio 1:85
Headquarters Cedar Rapids, IA
SEC Filings Forms and Brochures    (CRD # 146236)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, IA, KS, KY, LA, MA, MI, MN, MS, MO, NE, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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