Financial Advantage Inc

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Assets, Funds, Holdings

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CAFR Data
Financial Advantage Inc
CRD #104610
SEC #801-31624
CIK #
AUM $328.6 MM (100% Disc, 99% US)
Employees11 (45% Investors, 0% Brokers)
Phone410-715-9200
Address10211 Wincopin Circle
Columbia, MD 21044-3308
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3552842131427102000200620132020
Sector Holding Cap ($MM) Value ($MM)
IGV12.4
WMT286,110.010.5
GLD10.4
HEDJ10.1
GOOG817,370.06.5
FNB3,800.06.4
CSCO228,550.06.1
KMI45,050.05.5
UNP117,760.05.5
MMM119,250.05.2
View All
Holdings by Sector ($)
0.20.20.10.10.00.02012201420162019
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Marin Financial Advisors LLC
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BMB Advisers LLC
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Friess Associates of Delaware Inc
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0.3
Head & Associates
ME
0.3
ERISA Fiduciary Advisors Inc
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0.3
American Wealth Management
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0.3
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