A
CRD: 136441
Advantage Financial Consultants
Camarillo, CA
8053026040
$5.2M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-12-1991
- Office Locations
- 1
Office Locations
-- Camarillo CA
About Advantage Financial Consultants
Advantage Financial Consultants is a Camarillo-based RIA. The firm has been operating for 34 years. Managing $5.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$5.2M AVG AUM / ADVISOR
$289.8K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Matrix momentum North Insight
Investment Themes
Crest ridge
Investment Vehicles
Catalyst
Services
Meridian North Vital unison Focus Bridge vertex Horizon foundation
Owner & Executives
T
TIMOTHY NEIL KUNS
Owner
- CRD
- #1003204
- Ownership
- 75% or more
(303) 940-7594
summit.pathway@primecapital.com
in linkedin.com/in/radial-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,391,867 | -- |
| Non-Discretionary | $3,825,398 | -- |
| Total | $5,217,265 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,217,265
Equity - OTC:
26.5% Cash:
34.9% Equity - Exchange:
38.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,360,373,500 | 26.5% |
| Cash | $1,791,586,232 | 34.9% |
| Equity - Exchange | $1,981,525,173 | 38.6% |
| Total | $5,133,484,905 | 100.0% |