RIA Intel›Advisers›Iowa›ADVANTAGE INVESTMENT MANAGEMENT, LLC

ADVANTAGE INVESTMENT MANAGEMENT, LLC

Advisory

N·CEDAR RAPIDS, IA

Data as of Nov 7, 2019 · Source: SEC Form ADV

Total AUM

$386M

1-Year AUM Growth

-17.3%

3-Year CAGR

-11.2%

Employees

28

Assets Under Management

Total AUM$386M

Discretionary AUM$321M

Non-Discretionary AUM$64M

Discretionary %83.3%

Total Clients—

Team

Total Employees28

Investment Advisers30

Employee Growth (1Y)—

Filing History

Total Filings on Record70

First FilingAug 20, 2008

Latest FilingNov 7, 2019

🔒 Full AUM trend chart and 70 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ADVANTAGE INVESTMENT MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.