|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Investor's Advantage LLC
✚
|
|
|---|---|
| CRD # | 315773 |
| SEC # | 801-122067 |
| CIK # | |
| AUM | $100.1 M (2025-02-27) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 469-569-2145 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 11.9 |
| (b) Individuals (high net worth individuals) | 26 | 74.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 13.4 |
| (n) Other | 0 | 0.0 |
| Total | 198 | 100.1 |
| By Discretionary | ||
| Discretionary | 194 | 96.4 |
| Non-Discretionary | 4 | 3.7 |
| Total | 198 | 100.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 100.0 | |
| Total | 198 | 100.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integrated Benefits Incorporated
✚
|
0.1 | |
|
Thielen Capital Corporation
✚
|
CA | 0.1 |
|
Clearview Investment Partners LLC
✚
|
CA | 0.1 |
|
Kennondale Capital Management LLC
✚
|
VA | 0.1 |
|
Degreen Private Wealth LLC
✚
|
AZ | 0.1 |
|
AG Global Advisors LLC
✚
|
0.1 | |
|
Revolution Partners LLC
✚
|
0.1 | |
|
FRA Wealth Management LLC
✚
|
IL | 0.1 |
|
Stonebriar Wealth LLC
✚
|
UT | 0.1 |
|
Healthview Asset Management Inc
✚
|
PA | 0.1 |