ADVANTAGE FINANCIAL CONSULTANTS

ADVANTAGE FINANCIAL CONSULTANTS is an SEC-registered investment adviser (CRD 136441). Regulatory assets under management: $5.2M.

Registration

• CRD: 136441
• Type: Registered investment adviser
• Phone: 805-302-6040
• Latest filing: 2026-03-30
• Regulatory AUM: $5.2M
• Discretionary AUM: $1.4M
• Non-discretionary AUM: $3.8M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly.

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 136441 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search