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Building 2ADVANTAGE WEALTH ADVISORS

Map pinALAMO, CA
Phone(925) 837-1600
NotebookSEC #801-128284
Total AUM
$136.4M
Employees
6
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3189 DANVILLE BLVD. SUITE 280
ALAMO
CA 94507
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(925) 837-1600
Other Offices
3

ReceiptFinancials

Total AUM
$136.4M
Accounts
215
Discretionary
$136.4M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
207
AUM
$109.7M
HNW Individual Clients
8
AUM
$26.8M

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
AZCAIDNMTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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