ADVANTAGE INVESTMENT MANAGEMENT

Glenview Pointe Business Center
2319 Lime Kiln Lane, Suite A
Louisville, Kentucky 40222
Tel: 502-212-3000

About ADVANTAGE INVESTMENT MANAGEMENT

ADVANTAGE INVESTMENT MANAGEMENT, formally registered with the SEC as ADVANTAGE INVESTMENT MANAGEMENT. The firm was established in 05/02/2022. They have over 2 offices throughout the country.

ADVANTAGE INVESTMENT MANAGEMENT is a Louisville, Kentucky based Financial Planning firm with nearly $159,751,600 assets under management, offering retirement planning & investment advisory services to 372 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146493
SEC#	801-125798
Assets Managed by Firm	$159,751,600
No. of Clients	372
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	372	$159,751,600
Individuals (other than high net worth individuals)	257	$31,933,379
High net worth individuals	94	$103,512,972
Pension and profit sharing plans	7	$18,825,381
Charitable organizations	6	$4,911,200
Corporations or other businesses	7	$66,195

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