F
CRD: 127273
Financial Advantage
Lewisville, TX, 75067
2143368038
$22.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-07-2003
- Office Locations
- 1
Office Locations
2012 Fm407 ST 200e Highland VLG TX
About Financial Advantage
Financial Advantage is a Lewisville-based RIA. The firm has been operating for 22 years. Managing $22.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$22.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
22.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Harbor
Investment Vehicles
Bridge
Services
Ember Ridge Radial
Owner & Executives
D
DALE HUBBARD MCMULLEN JR.
Owner, President
- CRD
- #4075671
- Ownership
- 75% or more
(645) 930-4970
matrix.north@embercapital.com
in linkedin.com/in/fusion-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,000,000 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,000,000
Equity - Exchange:
9.7% Public Funds:
31.9% Cash:
39.1% Derivatives:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $173,064,455 | 9.7% |
| Public Funds | $569,150,116 | 31.9% |
| Cash | $697,610,330 | 39.1% |
| Derivatives | $344,344,742 | 19.3% |
| Total | $1,784,169,643 | 100.0% |