ADVANTAGE INVESTMENT MANAGEMENT
  • ADVANTAGE INVESTMENT MANAGEMENT
  • GARTON AND ASSOCIATES, LLC
  • GARTON AND ASSOCIATES FINANCIAL ADVISORS LLC
  • AIM
  • ADVANTAGE INVESTMENT MANANGEMENT
  • ADVANTAGE INVESTMENT MANAGEMENT & RETIREMENT PLAN SPECIALISTS

Adviser Profile

As of Date 04/18/2022
Registration status Registration Changed to GARTON AND ASSOCIATES FINANCIAL ADVISORS LLC
ADV Location LOUISVILLE, KY, United States
Contact Info 502 xxxxxxx
AUM* 149,526,603
of that, discretionary 133,988,869
Number of Employees 8
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 256,478
% High Net Worth 21.78%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

134M 115M 96M 77M 57M 38M 19M
2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees