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TOUNJIAN ADVISORY PARTNERS LLC

UUIDccc8d675-1d55-508e-a999-9b7b55ebc869
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:56
Updated2025-10-23 02:23:56

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 329635 329635 1.0
sec_file_number 801-129470 801-129470

Profile

Websitehttps://advantageretirementgroup.com/
HQ CityFORT MYERS
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ADVANTAGE RETIREMENT GROUP adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)518,345,692.0
  • RAUM (discretionary)518,345,692.0
  • Actionable assets357,654,532.0
  • Accounts1,631.0

Institutional Clients

  • Government AUM
  • Pension AUM9,122,422.0
  • Charitable AUM
  • HNW AUM343,021,780.0

As of 2025-07-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.