Investment adviser · CRD 144417
ADVANTAGE RETIREMENT GROUP
Investment adviser filing (IA)
TOUNJIAN ADVISORY GROUP, LLC
FORT MYERS, FL, United States · Form ADV filed Nov 30, 2023
- Regulatory AUM
- $325M Form ADV · Item 5.F
- Client accounts
- 1,324 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Individuals | 439 | $237,089,607 | 73.0% |
| High-net-worth individuals | 32 | $85,090,576 | 26.2% |
| Corporations & businesses | Fewer than 5 | $2,521,434 | 0.8% |
Filing source
Form ADV 1803264 · Nov 30, 2023 · 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: Nov 30, 2023. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
8870 DANIELS PARKWAYFORT MYERS, FL, 33912, United States
CRD 144417
Filing source
Form ADV 1803264 · Nov 30, 2023 · 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.