Investment adviser · CRD 115364

DAVID R. KERN ASSET MANAGEMENT

Investment adviser filing (IA)

ADVANTAGE FINANCIAL PLANNING, INC.

HUNTERTOWN, IN, United States · Form ADV filed Jun 15, 2012

Regulatory AUM
$13.5M
Form ADV · Item 5.F
Client accounts
261
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jun 15, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers · Market timing

Compensation

Percentage of assets · Fixed

Principal office

16616 LIMA ROAD
HUNTERTOWN, IN, 46748, United States

CRD 115364

Filing source

Form ADV 653360 · Jun 15, 2012 · 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.