ADVANTAGE WEALTH MANAGEMENT, L.L.C.
Firm details
- Headquarters
- LAFAYETTE, Louisiana
- CRD number
- 135092
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Advantage Wealth Management, L.L.C. is a small, client-focused advisory and insurance practice that concentrates on managing portfolios for individuals, families and small businesses while also acting as an insurance broker. The firm’s advisory mandate is tilted toward equity exposure and separately managed accounts, and it offers pension consulting services in addition to direct portfolio management. Fee arrangements are mixed — percentage-of-AUM, fixed fees, and commissions — which reflects a business that blends traditional advisory relationships with product-based insurance and commissionable offerings. The firm is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents26%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
2 of 2THERESA AGUILLARD
Managing MemberCRD 4170771
GARY MCGEE
Administrative AssistantCRD 4171082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAFAYETTE, LA
LAFAYETTE
Location
LAFAYETTE, LA
Headquartered in LAFAYETTE, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- LAFAYETTE
- Address
- 2600 Ambassador Caffery Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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