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ADVANTAGE CAPITAL
909 Poydras Street
Suite 2230
New Orleans, Louisiana 70112-4003
Tel: 504-522-4850
About ADVANTAGE CAPITAL
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.
Firm Information
| 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 |
Fee Structure
- Performance Based
- Other (PERCENTAGE OF CAPITAL CONTRIBUTED)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $824,796,567 |
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