909 Poydras Street
Suite 2230
New Orleans, Louisiana 70112-4003
Tel: 504-522-4850
ADVANTAGE CAPITAL, formally registered with the SEC as ADVANTAGE CAPITAL. The firm was established in 09/30/2014. They have over 7 offices throughout the country.
ADVANTAGE CAPITAL is a New Orleans, Louisiana based Financial Planning firm with nearly $570,040,744 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 150 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 171365 |
SEC# | 801-80355 |
Assets Managed by Firm | $570,040,744 |
No. of Clients | 9 |
No. of Advisors | 150 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 9 | $570,040,744 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,683,180,123 | 48067 | 499 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,431,505,745 | 10 | 34 |
$2,302,559,870 | 1808 | 12 | |
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048 | $1,954,920,079 | 12 | 7 |
$1,673,599,482 | 6108 | 36 |
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