Advantage Investing, Inc.

RIASEC Registered
Total AUM
$139M
Discretionary
$139M
100% of AUM
Avg account
$206K
Accounts
674
Employees
2
Advisory reps
3

Firm details

Headquarters
Coral Gables, Florida
CRD number
116059
Registered since
May 22, 2024
Website
www.advantageinvesting.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers85.75%
  • Individuals5.88%
  • Charitable Organizations5.6%
  • HNWI2.77%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Advantage Investing, Inc. is an independent registered investment adviser that provides fee-based portfolio management to both individuals/families and institutions. The firm is SEC-registered (registered in 2024) and operates under a percentage-of-AUM fee model. Its advisory scope includes discretionary portfolio management for individuals and small businesses as well as for businesses or institutional clients. Advantage Investing reports it does not pursue active ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 11%, Cash & Cash Equivalents 3%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2100 Ponce De Leon Blvd
Time zone
ET (UTC-5)
Office locations

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