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INVESTOR'S ADVANTAGE
INVESTOR'S ADVANTAGE L.L.C.
CRD 315773 · SEC 801-122067
LA, United States
Phone
469-569-2145
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$98.7M
Discretionary AUM
$96.4M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $13.7M |
| High net worth individuals | 25 | $81.2M |
| Corporations/business entities | 5 | $3.8M |
States served
LA, TX
Official SEC filing: View on IAPD