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Building 2ADVANTAGE RETIREMENT GROUP

Map pinFORT MYERS, FL
Phone239-561-1155
NotebookSEC #801-116766
Total AUM
$324.7M
Employees
6
Clients
475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8870 DANIELS PARKWAY
FORT MYERS
FL 33912
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
239-561-1155
Other Offices
1

ReceiptFinancials

Total AUM
$324.7M
Accounts
1,324
Discretionary
$324.7M
Accounts
1,324
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
439
AUM
$237.1M
HNW Individual Clients
32
AUM
$85.1M
Corporation or Business Clients
4
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
SOLICITOR
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLMDSCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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