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| Investor's Advantage LLC
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| |
|---|---|
| CRD # | 315773 |
| SEC # | 801-122067 |
| CIK # | |
| AUM | $98.3 MM (2024-02-29) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 469-569-2145 |
| Address | 3109 Saint Johns Drive Dallas, TX 75205 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 12.8 |
| (b) Individuals (high net worth individuals) | 24 | 71.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 209 | 98.3 |
| By Discretionary | ||
| Discretionary | 206 | 95.1 |
| Non-Discretionary | 3 | 3.1 |
| Total | 209 | 98.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 98.3 | |
| Total | 209 | 98.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Compass Retirement Group LLC
✚
|
MO | 0.1 |
|
RASP Wealth Solutions LLC
✚
|
IN | 0.1 |
|
Tax Efficient Asset Management Solution Inc
✚
|
CA | 0.1 |
|
Jemma Investment Advisors LLC
✚
|
MD | 0.1 |
|
Revolution Partners LLC
✚
|
TN | 0.1 |
|
M & A Consulting Group LLC
✚
|
TX | 0.1 |
|
KRD Wealth Management LLC
✚
|
IL | 0.1 |
|
Account Management LLC
✚
|
MA | 0.1 |
|
AUA Private Wealth Advisors LLC
✚
|
PA | 0.1 |
|
Markle Financial LLC
✚
|
WY | 0.1 |