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ADVANTAGE INVESTING, INC.
CRD 116059 · SEC 801-130325
2100 PONCE DE LEON BLVD, SUITE PH-5, CORAL GABLES, FL, 33134, United States
Phone
757-547-8257
Fax
757-436-9267
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.9M
Discretionary AUM
$138.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $8.2M |
| High net worth individuals | 3 | $3.8M |
| Charitable organizations | 5 | $7.8M |
| Other investment advisers | 328 | $119.1M |
States served
LA, MD, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD