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).
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Total Assets Under Management107MILLION
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Total Number of Accounts203ACCOUNTS
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Average Account Value$526,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, NM, TX
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.
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.
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.
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.