Investment adviser · CRD 329635
ADVANTAGE RETIREMENT GROUP
Investment adviser filing (IA)
TOUNJIAN ADVISORY PARTNERS LLC
FORT MYERS, FL, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $675M Form ADV · Item 5.F
- Client accounts
- 1,804 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 197 | $457,668,714 | 67.8% |
| Individuals | 373 | $192,077,127 | 28.4% |
| Retirement plans | 7 | $15,305,851 | 2.3% |
| Corporations & businesses | 6 | $10,415,665 | 1.5% |
Filing source
Form ADV 2048281 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
8870 DANIELS PARKWAYFORT MYERS, FL, 33912, United States
CRD 329635
Filing source
Form ADV 2048281 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.