FINANCIAL ADVANTAGE

FINANCIAL ADVANTAGE of LEWISVILLE, TX is an SEC-registered investment adviser (CRD 127273). Regulatory assets under management: $22.0M.

Registration

• CRD: 127273
• Type: Registered investment adviser
• Location: 2366 S. UECKER LANE, LEWISVILLE, TX, 75067
• Phone: 214-336-8038
• Latest filing: 2023-03-10
• Regulatory AUM: $22.0M
• Non-discretionary AUM: $22.0M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127273 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search