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 $824,796,567 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 180 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 171365 |
SEC# | 801-80355 |
Assets Managed by Firm | $824,796,567 |
No. of Clients | 10 |
No. of Advisors | 180 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 10 | $824,796,567 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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