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ADVANTAGE FINANCIAL SERVICES, INC.
CRD 113549
8361 SANGRE DE CRISTO RD #250, LITTLETON, CO, 80127, United States
Phone
720-922-9572
Fax
7208914062
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$728K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $728K |
| High net worth individuals | 27 | $6.7M |
| Pension/profit sharing plans | 8 | $5.1M |
All web addresses on file
Official SEC filing: View on IAPD