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ADVANTAGE INVESTMENT MANAGEMENT
LOUISVILLE, KY
502-212-3000
SEC #801-125798Total AUM
$215.4M
Employees
10Clients
369Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2319 LIME KILN LANE
SUITE A
LOUISVILLE
KY 40222
United States
SUITE A
LOUISVILLE
KY 40222
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
502-212-3000
Other Offices
1
Financials
Total AUM
$215.4M
Accounts
369Discretionary
$167.9M
Accounts
323Non-Discretionary
$47.5M
Accounts
46
Clients
Individual Clients
310AUM
$72.7M
HNW Individual Clients
43AUM
$110.6M
Pension/Profit Sharing Plan Clients
8AUM
$25M
Charitable Organization Clients
4AUM
$7.1M
Corporation or Business Clients
4AUM
$31.7K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLINKYPATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.