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Building 2ADVANTAGE RETIREMENT GROUP

Map pinFORT MYERS, FL
Phone239-561-1155
NotebookSEC #801-129470
Total AUM
$675.5M
Employees
10
Clients
583

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
9:00AM - 4:00PM
Monday - Friday
Phone
239-561-1155
Other Offices
1

ReceiptFinancials

Total AUM
$675.5M
Accounts
1,804
Discretionary
$675.5M
Accounts
1,804
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
373
AUM
$192.1M
HNW Individual Clients
197
AUM
$457.7M
Pension/Profit Sharing Plan Clients
7
AUM
$15.3M
Corporation or Business Clients
6
AUM
$10.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALDEFLMINHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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