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Building 2ADVANTAGE INVESTING, INC.

Map pinCORAL GABLES, FL
Phone757-547-8257
NotebookSEC #801-130325
Total AUM
$138.9M
Employees
2
Clients
372

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 PONCE DE LEON BLVD
SUITE PH-5
CORAL GABLES
FL 33134
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
757-547-8257
Other Offices
1

ReceiptFinancials

Total AUM
$138.9M
Accounts
674
Discretionary
$138.9M
Accounts
674
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$8.2M
HNW Individual Clients
3
AUM
$3.8M
Charitable Organization Clients
5
AUM
$7.8M
Investment Advisor Clients
328
AUM
$119.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMDNCPATXVA

HandshakeAffiliates

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

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