Advantage Wealth Advisors

Advantage Wealth Advisors (CRD# 280028) is a financial advisory firm headquartered in Alamo, CA. They manage $106,900,000 in 203 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3189 Danville Blvd. Suite 280, Alamo, CA 94507
http://www.advantagewealth.com
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $526,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NM, TX

Financial Advisors at Advantage Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Milton Guzman, financial advisor Alamo CA
Milton K. Guzman
CRD#: 5797511
3189 Danville Blvd. Suite 280, Alamo, CA 94507

Milton Guzman (CRD# 5797511) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 13 years of experience in the finance industry.

2
Dwight Peterson, financial advisor Alamo CA
Dwight D. Peterson
CRD#: 5729281
3189 Danville Blvd. Suite 280, Alamo, CA 94507

Dwight Peterson (CRD# 5729281) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 14 years of experience in the finance industry.

3
Charles Prestigiacomo, financial advisor Corrales NM
Charles P. Prestigiacomo
CRD#: 1830382
304 C De Baca Rd., Corrales, NM 87048

Charles Prestigiacomo (CRD# 1830382) is an Investment Advisor Representative working at Advantage Wealth Advisors in Corrales, NM and has over 33 years of experience in the finance industry.

4
Virgil Threlkeld, financial advisor Alamo CA
Virgil J. Threlkeld
CRD#: 2811386
3189 Danville Blvd. Suite 280, Alamo, CA 94507

Virgil Threlkeld (CRD# 2811386) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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