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ADVANTAGE INVESTMENT MANAGEMENT, LLC
ADVANTAGE INVESTMENT MANAGEMENT, LLC
CEDAR RAPIDS, Iowa
·
8 registered advisors
·
CRD# 146236
SEC# 801-69551
15
319-366-7300
01
Firm Overview
AUM
$386M
Regulatory assets under management
Employees
30
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ADVANTAGE INVESTMENT MANAGEMENT, LLC
8 registered advisors
Brian Patrick Giesting
CEDAR RAPIDS, Iowa
CRD# 4673486
Douglas Bryan Holder
CEDAR RAPIDS, Iowa
CRD# 3109749
Joseph Roy Russo
CEDAR RAPIDS, Iowa
CRD# 407792
Joshua Isaac Kadish
CEDAR RAPIDS, Iowa
CRD# 2573106
Katharine Booth Marvel
CEDAR RAPIDS, Iowa
CRD# 2368706
Melissa Ann Darden
CEDAR RAPIDS, Iowa
CRD# 1770937
Michael Douglas Rees
CEDAR RAPIDS, Iowa
CRD# 1304147
Thomas Joseph Barbatti
CEDAR RAPIDS, Iowa
CRD# 12073
05
Office Locations
CEDAR RAPIDS, Iowa
8 advisors
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Data sourced from SEC Form ADV filings. ADVANTAGE INVESTMENT MANAGEMENT, LLC (CRD# 146236) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.