ADVANTAGE ASSET MANAGEMENT, INC.

DBA FAMILY WEALTH LEADERSHIP
IRVINE, California·2 registered advisors·CRD# 111203
SEC# 801-60216949-468-2000
01

Firm Overview

AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ADVANTAGE ASSET MANAGEMENT, INC.

2 registered advisors
Clifford Richard Kolson
IRVINE, California
Kevin Patrick Kolson
IRVINE, California
05

Office Locations

IRVINE, California
2 advisors

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Data sourced from SEC Form ADV filings. ADVANTAGE ASSET MANAGEMENT, INC. (CRD# 111203) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.