RIA Intel›Advisers›Colorado›ADVANTAGE FINANCIAL SERVICES, INC.

ADVANTAGE FINANCIAL SERVICES, INC.

Advisory

LITTLETON, CO

Data as of Mar 4, 2026 · Source: SEC Form ADV

Average account

$321K

across 39 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$728K

Non-Discretionary AUM$12M

Discretionary %5.8%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

LEWIS WEALTH MANAGEMENT, LLC

LITTLETON, CO

$12M

BLUE ROOM INVESTMENT ADVISORS LLC

DENVER, CO

$12M

FREDERICK HOLMES CRON

$13M

JOHNSTON INVESTMENT ADVISORY SERVICES, LLC

$12M

WOLFF FINANCIAL ADVISORS, LLC

BROOMFIELD, CO

$13M

PURPOSE WEALTH LLC

$13M

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