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Building 2ADVANTAGE INVESTMENT MANAGEMENT

Map pinLOUISVILLE, KY
Phone502-212-3000
NotebookSEC #801-124925
Total AUM
$149.5M
Employees
8
Clients
461

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
GLENVIEW POINTE BUSINESS CENTER
2319 LIME KILN LANE, SUITE A
LOUISVILLE
KY 40222
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
502-212-3000
Other Offices
1

ReceiptFinancials

Total AUM
$149.5M
Accounts
745
Discretionary
$134M
Accounts
583
Non-Discretionary
$15.5M
Accounts
162

ContactClients

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Individual Clients
351
AUM
$47.8M
HNW Individual Clients
98
AUM
$82.1M
Pooled Vehicle Clients
1
AUM
$661.3K
Pension/Profit Sharing Plan Clients
9
AUM
$14.9M
Charitable Organization Clients
1
AUM
$3.8M
Corporation or Business Clients
1
AUM
$257K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INKYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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