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Building 2THE WEALTH ADVANTAGE GROUP, INC.

Map pinCOLUMBUS, OH
Phone614-459-9000
NotebookSEC #801-61405
Total AUM
$69.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5005 HORIZONS DRIVE
SUITE 100
COLUMBUS
OH 43220
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
614-459-9000

ReceiptFinancials

Total AUM
$69.2M
Accounts
677
Discretionary
$66.8M
Accounts
623
Non-Discretionary
$2.3M
Accounts
54

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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

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