ADVANTAGE INVESTMENT MANAGEMENT, LLC
CRD #146236 SEC #801-69551 CEDAR RAPIDS, IA 319-366-7300
SEC Registered Disclosures
Total AUM
$385.6M
Discretionary
$321.1M
Employees
30
Clients
26
Accounts
2,524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2019 | $385.6M | $321.1M | $64.4M | 30 | 50 |
| Mar 2019 | $385.6M | $321.1M | $64.4M | 30 | 50 |
| Dec 2018 | $465.9M | $423.3M | $42.6M | 34 | 50 |
| Dec 2018 | $465.9M | $423.3M | $42.6M | 34 | 50 |
| Apr 2018 | $881M | $850.8M | $30.2M | 50 | 5,277 |
| Mar 2017 | $689.2M | $660.2M | $29M | 51 | 4,800 |
| Aug 2016 | $563.8M | $549.8M | $14M | 53 | 4,100 |
| Jul 2016 | $563.8M | $549.8M | $14M | 53 | 4,100 |
| Apr 2016 | $563.8M | $549.8M | $14M | 53 | 4,100 |
| Mar 2016 | $563.8M | $549.8M | $14M | 53 | 4,100 |
| Mar 2016 | $537M | $523M | $14M | 50 | 3,400 |
| Feb 2016 | $537M | $523M | $14M | 50 | 3,400 |
| Dec 2015 | $537M | $523M | $14M | 50 | 3,400 |
| Aug 2015 | $537M | $523M | $14M | 50 | 3,400 |
| Jul 2015 | $537M | $523M | $14M | 50 | 3,400 |
| Jun 2015 | $537M | $523M | $14M | 50 | 3,400 |
| May 2015 | $537M | $523M | $14M | 50 | 3,400 |
| May 2015 | $537M | $523M | $14M | 50 | 3,400 |
| Apr 2015 | $537M | $523M | $14M | 50 | 3,400 |
| Mar 2015 | $537M | $523M | $14M | 50 | 3,400 |
| Mar 2015 | $450.3M | $431.7M | $18.6M | 46 | 2,800 |
| May 2014 | $450.3M | $431.7M | $18.6M | 46 | 2,800 |
| May 2014 | $450.3M | $431.7M | $18.6M | 46 | 2,800 |
| Apr 2014 | $450.3M | $431.7M | $18.6M | 46 | 2,800 |
| Jun 2013 | $312.1M | $294.6M | $17.6M | 39 | 2,300 |
| Mar 2013 | $312.1M | $17.6M | $294.6M | 39 | 2,300 |
| Aug 2012 | $306M | $194.5M | $111.5M | 1 | 2,400 |
| Mar 2012 | $296.7M | $198.5M | $98.2M | 1 | 2,400 |
| Dec 2011 | $269M | $182M | $87M | 1 | 2,000 |
| Jun 2011 | $255.6M | $171.6M | $84M | 5 | -- |
| May 2011 | $255.6M | $171.6M | $84M | 5 | -- |
| Mar 2011 | $255.6M | $171.6M | $84M | 5 | -- |
| Feb 2011 | $134.1M | $133.6M | $458.5K | 5 | -- |
| Jul 2010 | $134.1M | $133.6M | $458.5K | 5 | -- |
| Jul 2010 | $134.1M | $133.6M | $458.5K | 5 | -- |
| Jun 2010 | $134.1M | $133.6M | $458.5K | 5 | -- |
| Jun 2010 | $134.1M | $133.6M | $458.5K | 5 | -- |
| Apr 2010 | $134.1M | $133.6M | $458.5K | 5 | -- |
| Mar 2010 | $134.1M | $133.6M | $458.5K | 5 | -- |
| Mar 2010 | $134.1M | $133.6M | $458.5K | 5 | -- |
| Oct 2009 | $34.6M | $34.6M | $0 | 5 | -- |
| Jun 2009 | $34.6M | $34.6M | $0 | 5 | -- |
| Apr 2009 | $34.6M | $34.6M | $0 | 5 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
DateNov 2019
Total AUM$385.6M
Discretionary$321.1M
Non-Disc.$64.4M
Employees30
Clients50
DateMar 2019
Total AUM$385.6M
Discretionary$321.1M
Non-Disc.$64.4M
Employees30
Clients50
DateDec 2018
Total AUM$465.9M
Discretionary$423.3M
Non-Disc.$42.6M
Employees34
Clients50
DateDec 2018
Total AUM$465.9M
Discretionary$423.3M
Non-Disc.$42.6M
Employees34
Clients50
DateApr 2018
Total AUM$881M
Discretionary$850.8M
Non-Disc.$30.2M
Employees50
Clients5,277
DateMar 2017
Total AUM$689.2M
Discretionary$660.2M
Non-Disc.$29M
Employees51
Clients4,800
DateAug 2016
Total AUM$563.8M
Discretionary$549.8M
Non-Disc.$14M
Employees53
Clients4,100
DateJul 2016
Total AUM$563.8M
Discretionary$549.8M
Non-Disc.$14M
Employees53
Clients4,100
DateApr 2016
Total AUM$563.8M
Discretionary$549.8M
Non-Disc.$14M
Employees53
Clients4,100
DateMar 2016
Total AUM$563.8M
Discretionary$549.8M
Non-Disc.$14M
Employees53
Clients4,100
DateMar 2016
Total AUM$537M
Discretionary$523M
Non-Disc.$14M
Employees50
Clients3,400
DateFeb 2016
Total AUM$537M
Discretionary$523M
Non-Disc.$14M
Employees50
Clients3,400
DateDec 2015
Total AUM$537M
Discretionary$523M
Non-Disc.$14M
Employees50
Clients3,400
DateAug 2015
Total AUM$537M
Discretionary$523M
Non-Disc.$14M
Employees50
Clients3,400
DateJul 2015
Total AUM$537M
Discretionary$523M
Non-Disc.$14M
Employees50
Clients3,400
DateJun 2015
Total AUM$537M
Discretionary$523M
Non-Disc.$14M
Employees50
Clients3,400
DateMay 2015
Total AUM$537M
Discretionary$523M
Non-Disc.$14M
Employees50
Clients3,400
DateMay 2015
Total AUM$537M
Discretionary$523M
Non-Disc.$14M
Employees50
Clients3,400
DateApr 2015
Total AUM$537M
Discretionary$523M
Non-Disc.$14M
Employees50
Clients3,400
DateMar 2015
Total AUM$537M
Discretionary$523M
Non-Disc.$14M
Employees50
Clients3,400
DateMar 2015
Total AUM$450.3M
Discretionary$431.7M
Non-Disc.$18.6M
Employees46
Clients2,800
DateMay 2014
Total AUM$450.3M
Discretionary$431.7M
Non-Disc.$18.6M
Employees46
Clients2,800
DateMay 2014
Total AUM$450.3M
Discretionary$431.7M
Non-Disc.$18.6M
Employees46
Clients2,800
DateApr 2014
Total AUM$450.3M
Discretionary$431.7M
Non-Disc.$18.6M
Employees46
Clients2,800
DateJun 2013
Total AUM$312.1M
Discretionary$294.6M
Non-Disc.$17.6M
Employees39
Clients2,300
DateMar 2013
Total AUM$312.1M
Discretionary$17.6M
Non-Disc.$294.6M
Employees39
Clients2,300
DateAug 2012
Total AUM$306M
Discretionary$194.5M
Non-Disc.$111.5M
Employees1
Clients2,400
DateMar 2012
Total AUM$296.7M
Discretionary$198.5M
Non-Disc.$98.2M
Employees1
Clients2,400
DateDec 2011
Total AUM$269M
Discretionary$182M
Non-Disc.$87M
Employees1
Clients2,000
DateJun 2011
Total AUM$255.6M
Discretionary$171.6M
Non-Disc.$84M
Employees5
Clients--
DateMay 2011
Total AUM$255.6M
Discretionary$171.6M
Non-Disc.$84M
Employees5
Clients--
DateMar 2011
Total AUM$255.6M
Discretionary$171.6M
Non-Disc.$84M
Employees5
Clients--
DateFeb 2011
Total AUM$134.1M
Discretionary$133.6M
Non-Disc.$458.5K
Employees5
Clients--
DateJul 2010
Total AUM$134.1M
Discretionary$133.6M
Non-Disc.$458.5K
Employees5
Clients--
DateJul 2010
Total AUM$134.1M
Discretionary$133.6M
Non-Disc.$458.5K
Employees5
Clients--
DateJun 2010
Total AUM$134.1M
Discretionary$133.6M
Non-Disc.$458.5K
Employees5
Clients--
DateJun 2010
Total AUM$134.1M
Discretionary$133.6M
Non-Disc.$458.5K
Employees5
Clients--
DateApr 2010
Total AUM$134.1M
Discretionary$133.6M
Non-Disc.$458.5K
Employees5
Clients--
DateMar 2010
Total AUM$134.1M
Discretionary$133.6M
Non-Disc.$458.5K
Employees5
Clients--
DateMar 2010
Total AUM$134.1M
Discretionary$133.6M
Non-Disc.$458.5K
Employees5
Clients--
DateOct 2009
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--