CRD: 113549
Advantage Financial Services, Inc.
$12.5M Total AUM
$727.7K Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum matrix
- Established Date
- 01-26-2001
- Office Locations
- 1
Office Locations
8361 Sangre DE Cristo RD #250 Littleton CO
About Advantage Financial Services, Inc.
ADVANTAGE FINANCIAL SERVICES, INC. (Littleton, CO; established 2001) presents itself online as a provider of personal online loans, while its public advisory profile indicates wealth-management services including asset allocation, retirement planning, insurance, and business-succession planning. Investment implementation includes mutual funds and ETFs, with custody reported at Charles Schwab; the practice is run by a single advisor.
Team overview
-- AVG AGE
$12.5M AVG AUM / ADVISOR
$320.5K AVG AUM / CLIENT
25.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
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Asset Classes
Vital catalyst
Custodian
Radial pathway
Investment Themes
Insight
Investment Vehicles
Harbor summit
Services
Harbor quantum Radial North insight
Technology
Signal
Owner & Executives
J
JOHN JOSEPH STEFANICH JR
President
- CRD
- #4414507
- Ownership
- 75% or more
(902) 554-2325
eagle.crest@radialcapital.com
in linkedin.com/in/capital-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $727,713 | -- |
| Non-Discretionary | $11,772,802 | -- |
| Total | $12,500,515 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,500,515
Public Funds:
25.5% Cash:
13.7% Equity - Exchange:
25.3% Equity - OTC:
17.2% Derivatives:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $742,837,544 | 25.5% |
| Cash | $399,093,112 | 13.7% |
| Equity - Exchange | $737,011,367 | 25.3% |
| Equity - OTC | $501,051,206 | 17.2% |
| Derivatives | $533,095,177 | 18.3% |
| Total | $2,913,088,406 | 100.0% |