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Home > Retirement Planners > california > alamo > ADVANTAGE WEALTH ADVISORS
ADVANTAGE WEALTH ADVISORS
3189 Danville Blvd. Suite 280
Alamo, California 94507
Tel: (925) 837-1600
About ADVANTAGE WEALTH ADVISORS
ADVANTAGE WEALTH ADVISORS, formally registered with the SEC as ADVANTAGE WEALTH ADVISORS. The firm was established in 07/06/2023. They have over 4 offices throughout the country.
ADVANTAGE WEALTH ADVISORS is a Alamo, California based Financial Planning firm with nearly $136,450,000 assets under management, offering retirement planning & investment advisory services to 215 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 280028 |
| SEC# | 801-128284 |
| Assets Managed by Firm | $136,450,000 |
| No. of Clients | 215 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 215 | $136,450,000 |
| Individuals (other than high net worth individuals) | 207 | $109,650,000 |
| High net worth individuals | 8 | $26,800,000 |
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