ADVANTAGE ASSET MANAGEMENT, INC.
Legal name: DBA FAMILY WEALTH LEADERSHIP
CRD #111203 SEC #801-60216 IRVINE, CA 949-468-2000
SEC Registered
Total AUM
$25M
Discretionary
$0
Employees
1
Clients
1
Accounts
120
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 14, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOLSON, KEVIN, PATRICK | I | VICE PRESIDENT & SECRETARY | NA | Control |
| KOLSON, KEVIN, PATRICK | I | VICE PRESIDENT & SECRETARY | NA | Control |
| KOLSON, KEVIN, PATRICK | I | VICE PRESIDENT & SECRETARY | NA | Control |
| KOLSON, KEVIN, PATRICK | I | VICE PRESIDENT & SECRETARY | NA | Control |
| KOLSON, KEVIN, PATRICK | I | VICE PRESIDENT & SECRETARY | NA | Control |
| KOLSON, KEVIN, PATRICK | I | VICE PRESIDENT & SECRETARY | NA | Control |
| KOLSON, KEVIN, PATRICK | I | VICE PRESIDENT & SECRETARY & DIRECTOR | NA | Control |
| KOLSON, KEVIN, PATRICK | I | VICE PRESIDENT & SECRETARY & DIRECTOR | NA | Control |
| KOLSON, KEVIN, PATRICK | I | VICE PRESIDENT & SECRETARY & DIRECTOR | NA | Control |
| KOLSON, KEVIN, PATRICK | I | VICE PRESIDENT & SECRETARY & DIRECTOR | NA | Control |
| KOLSON, CLIFFORD, RICHARD | I | PRESIDENT/DIRECTOR | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | PRESIDENT/DIRECTOR | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | PRESIDENT/DIRECTOR | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | PRESIDENT/DIRECTOR | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | PRESIDENT/DIRECTOR | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | PRESIDENT/DIRECTOR | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | PRESIDENT/DIRECTOR | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | PRESIDENT/DIRECTOR | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | PRESIDENT/DIRECTOR | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | PRESIDENT/DIRECTOR | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSON, CLIFFORD, RICHARD | I | SECRETARY/DIRECTOR | C | Control |
| KOLSON, CLIFFORD, RICHARD | I | SECRETARY/DIRECTOR | C | Control |
| MINNEY, MICHAEL, THOMAS | I | PRESIDENT/DIRECTOR | C | Control |
| MINNEY, MICHAEL, THOMAS | I | PRESIDENT/DIRECTOR | C | Control |
Registrations
Federal
IA
May 14, 2012 REGISTERED
Notice Filings (4)
CA NV TX WA
Address
2 VENTURE, SUITE 460IRVINE, CA 92618
United States
Phone: 949-468-2000