TOUNJIAN ADVISORY GROUP, LLC
Legal name: ADVANTAGE RETIREMENT GROUP
CRD #144417 SEC #801-116766 FORT MYERS, FL 239-561-1155
SEC Registered
Total AUM
$324.7M
Discretionary
$324.7M
Employees
6
Clients
0
Accounts
1,324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2023 | $324.7M | $324.7M | $0 | 6 | 0 |
| Nov 2023 | $324.7M | $324.7M | $0 | 6 | 0 |
| May 2023 | $324.7M | $324.7M | $0 | 6 | 0 |
| Feb 2023 | $324.7M | $324.7M | $0 | 6 | 0 |
| Oct 2022 | $356.7M | $356.7M | $0 | 6 | 0 |
| Jun 2022 | $356.7M | $356.7M | $0 | 6 | 0 |
| May 2022 | $356.7M | $356.7M | $0 | 6 | 0 |
| Mar 2022 | $356.7M | $356.7M | $0 | 6 | 0 |
| Mar 2022 | $234.2M | $234.2M | $0 | 6 | 0 |
| Mar 2021 | $234.2M | $234.2M | $0 | 6 | 0 |
| Aug 2020 | $174M | $174M | $0 | 6 | 0 |
| Jun 2020 | $174M | $174M | $0 | 7 | 0 |
| Apr 2020 | $174M | $174M | $0 | 7 | 0 |
| Mar 2020 | $174M | $174M | $0 | 7 | 0 |
| Dec 2019 | $139.5M | $139.5M | $0 | 7 | 0 |
| Jun 2019 | $139.5M | $139.5M | $0 | 7 | 0 |
| May 2019 | $139.5M | $139.5M | $0 | 9 | 0 |
| May 2019 | $139.5M | $139.5M | $0 | 9 | 0 |
DateNov 2023
Total AUM$324.7M
Discretionary$324.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$324.7M
Discretionary$324.7M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$324.7M
Discretionary$324.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$324.7M
Discretionary$324.7M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees7
Clients0
DateDec 2019
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees9
Clients0
DateMay 2019
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees9
Clients0