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ADVANTAGE CAPITAL

909 Poydras Street
Suite 2230
New Orleans, Louisiana 70112-4003
Tel: 504-522-4850

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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 StatusApproved
Firm CRD#171365
SEC#801-80355
Assets Managed by Firm$824,796,567
No. of Clients10
No. of Advisors180

Fee Structure

  • Performance Based
  • Other (PERCENTAGE OF CAPITAL CONTRIBUTED)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total10$824,796,567

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