I
$98.7M Total AUM
$96.4M Disc. AUM
-- 3Y CAGR
2 Employees
87 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2021
- Office Locations
- 1
Office Locations
-- Dallas TX
About Investor's Advantage
Investor's Advantage is a Dallas-based RIA. The firm has been operating for 5 years. Managing $98.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
57 AVG AGE
$98.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
FADI BOURY
Chief Compliance Officer, Managing Partner, President
- CRD
- #2275353
- Ownership
- 75% or more
Available
Available
Available
H
HANI C. BOURY
Co-Owner, Vice Chairman
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,353,624 | $479,371 |
| Non-Discretionary | $2,312,001 | $2,312,001 |
| Total | $98,665,625 | $488,444 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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