Investment adviser · CRD 111203

DBA FAMILY WEALTH LEADERSHIP

Investment adviser filing (IA)

ADVANTAGE ASSET MANAGEMENT, INC.

IRVINE, CA, United States · Form ADV filed Jun 4, 2012

Regulatory AUM
$25M
Form ADV · Item 5.F
Client accounts
120
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 4, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

2 VENTURE, SUITE 460
IRVINE, CA, 92618, United States

CRD 111203

Filing source

Form ADV 650873 · Jun 4, 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.