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ADVANTAGE WEALTH PARTNERS
TOUNJIAN ADVISORY PARTNERS LLC
CRD 329635 · SEC 801-129470
8870 DANIELS PARKWAY, FORT MYERS, FL, 33912, United States
Phone
239-561-1155
Fax
239-288-6206
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$675.5M
Discretionary AUM
$675.5M
Team
10 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 373 | $192.1M |
| High net worth individuals | 197 | $457.7M |
| Pension/profit sharing plans | 7 | $15.3M |
| Corporations/business entities | 6 | $10.4M |
States served
AL, DE, MI, TX, NH, FL
All web addresses on file
- https://advantagewealthpartners.com/
- https://www.instagram.com/advantageretirementgroup/
- https://www.youtube.com/@advantageretirementgroup/videos
- https://www.youtube.com/channel/UCZdwXNurWEQ8r_DS4KeOFoQ
- https://www.facebook.com/AdvantageRetirementGroup
- https://www.linkedin.com/in/alfie-m-tounjian-cfp%C2%AE-rfc-08411426/
Official SEC filing: View on IAPD