ADVANTAGE RETIREMENT GROUP
  • ADVANTAGE RETIREMENT GROUP
  • TOUNJIAN, ALFRED M.
  • TOUNJIAN ADVISORY GROUP, LLC
  • SENIOR INFO CENTER
  • SAVING THE INVESTOR
  • ALFRED M. TOUNJIAN

Adviser Profile

As of Date 03/30/2024
Registration status Terminated
ADV Location FORT MYERS, FL, United States
Contact Info 239 xxxxxxx
Websites
AUM* 324,701,617 -9%
of that, discretionary 324,701,617 -9%
Number of Employees 6
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 245,243 -23%
% High Net Worth 6.74% -9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

357M 306M 255M 204M 153M 102M 51M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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