ADVANTAGE FINANCIAL SERVICES, INC.

ADVANTAGE FINANCIAL SERVICES, INC. of LITTLETON, CO is an SEC-registered investment adviser (CRD 113549). Regulatory assets under management: $12.5M.

Registration

• CRD: 113549
• Type: Registered investment adviser
• Location: 8361 SANGRE DE CRISTO RD #250, LITTLETON, CO, 80127
• Phone: 720-922-9572
• Latest filing: 2026-03-04
• Regulatory AUM: $12.5M
• Discretionary AUM: $728K
• Non-discretionary AUM: $11.8M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113549 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search