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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $25M | $0 | $25M | 1 | 26 |
| May 2012 | $25M | $0 | $25M | 1 | 26 |
| Apr 2012 | $25M | $0 | $25M | 1 | 26 |
| Feb 2012 | $25M | $0 | $25M | 1 | 26 |
| Jan 2012 | $25M | $0 | $25M | 1 | 26 |
| Apr 2011 | $21.1M | $0 | $21.1M | 5 | -- |
| Jan 2010 | $25M | $0 | $25M | 5 | -- |
| Jan 2008 | $35M | $0 | $35M | 5 | -- |
| Jan 2007 | $30M | $0 | $30M | 5 | -- |
| Mar 2006 | $30M | $0 | $30M | 5 | -- |
| Feb 2005 | $50M | $0 | $50M | 5 | -- |
| Jan 2004 | $50M | $0 | $50M | 5 | -- |
DateJun 2012
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees1
Clients26
DateMay 2012
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees1
Clients26
DateApr 2012
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees1
Clients26
DateFeb 2012
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees1
Clients26
DateJan 2012
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees1
Clients26
DateApr 2011
Total AUM$21.1M
Discretionary$0
Non-Disc.$21.1M
Employees5
Clients--
DateJan 2010
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--
DateJan 2008
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateJan 2007
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateMar 2006
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateFeb 2005
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateJan 2004
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--