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ADVANTAGE INVESTMENT MANAGEMENT

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

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ADVANTAGE INVESTMENT MANAGEMENT

ADVANTAGE INVESTMENT MANAGEMENT is a Louisville, Kentucky based financial advisory firm with nearly $159,751,600 in assets under management and provides investment advisory services for 372 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

146493

SEC#:

801-125798

No. of Clients:

372

Assets under Management

$159,751,600

No. of Advisors:

8

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