ADVANTAGE FINANCIAL PLANNING, INC.
Legal name: DAVID R. KERN ASSET MANAGEMENT
CRD #115364 SEC #801-62815 HUNTERTOWN, IN 260-637-1019
SEC Registered
Total AUM
$13.5M
Discretionary
$11.2M
Employees
1
Clients
--
Accounts
261
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $13.5M | $11.2M | $2.2M | 1 | 188 |
| Apr 2012 | $13.5M | $11.2M | $2.2M | 1 | 188 |
| Mar 2012 | $13.5M | $11.2M | $2.2M | 1 | 188 |
| Nov 2010 | $43.3M | $40.2M | $3.1M | 5 | -- |
| Mar 2010 | $43.3M | $40.2M | $3.1M | 5 | -- |
| Feb 2009 | $32.5M | $28.3M | $4.2M | 5 | -- |
| Mar 2007 | $35.5M | $30.5M | $5M | 5 | -- |
| Mar 2006 | $53.8M | $48.8M | $5M | 5 | -- |
| Jan 2006 | $43.3M | $35.3M | $8M | 5 | -- |
| Jun 2005 | $43.3M | $35.3M | $8M | 5 | -- |
| May 2005 | $43.3M | $35.3M | $8M | 5 | -- |
| Feb 2005 | $32.6M | $30.7M | $1.9M | 5 | -- |
| Feb 2005 | $32.6M | $30.7M | $1.9M | 5 | -- |
| Jan 2005 | $32.6M | $30.7M | $1.9M | 5 | -- |
| Jun 2004 | $32.6M | $30.7M | $1.9M | 5 | -- |
| Apr 2004 | $32.6M | $30.7M | $1.9M | 5 | -- |
| Mar 2004 | $32.6M | $30.7M | $1.9M | 5 | -- |
DateJun 2012
Total AUM$13.5M
Discretionary$11.2M
Non-Disc.$2.2M
Employees1
Clients188
DateApr 2012
Total AUM$13.5M
Discretionary$11.2M
Non-Disc.$2.2M
Employees1
Clients188
DateMar 2012
Total AUM$13.5M
Discretionary$11.2M
Non-Disc.$2.2M
Employees1
Clients188
DateNov 2010
Total AUM$43.3M
Discretionary$40.2M
Non-Disc.$3.1M
Employees5
Clients--
DateMar 2010
Total AUM$43.3M
Discretionary$40.2M
Non-Disc.$3.1M
Employees5
Clients--
DateFeb 2009
Total AUM$32.5M
Discretionary$28.3M
Non-Disc.$4.2M
Employees5
Clients--
DateMar 2007
Total AUM$35.5M
Discretionary$30.5M
Non-Disc.$5M
Employees5
Clients--
DateMar 2006
Total AUM$53.8M
Discretionary$48.8M
Non-Disc.$5M
Employees5
Clients--
DateJan 2006
Total AUM$43.3M
Discretionary$35.3M
Non-Disc.$8M
Employees5
Clients--
DateJun 2005
Total AUM$43.3M
Discretionary$35.3M
Non-Disc.$8M
Employees5
Clients--
DateMay 2005
Total AUM$43.3M
Discretionary$35.3M
Non-Disc.$8M
Employees5
Clients--
DateFeb 2005
Total AUM$32.6M
Discretionary$30.7M
Non-Disc.$1.9M
Employees5
Clients--
DateFeb 2005
Total AUM$32.6M
Discretionary$30.7M
Non-Disc.$1.9M
Employees5
Clients--
DateJan 2005
Total AUM$32.6M
Discretionary$30.7M
Non-Disc.$1.9M
Employees5
Clients--
DateJun 2004
Total AUM$32.6M
Discretionary$30.7M
Non-Disc.$1.9M
Employees5
Clients--
DateApr 2004
Total AUM$32.6M
Discretionary$30.7M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2004
Total AUM$32.6M
Discretionary$30.7M
Non-Disc.$1.9M
Employees5
Clients--