ADVANTAGE RETIREMENT GROUP
TOUNJIAN ADVISORY GROUP, LLC Legal Name
Adviser information for ADVANTAGE RETIREMENT GROUP last updated from Form ADV on November 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,324 | $324.7M |
| Non-Discretionary | 0 | $0 |
| Total | 1,324 | $324.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 439 | $237.1M |
| HNW Individuals | 32 | $85.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)SOLICITOR |
|---|---|
| Compensation | % of AUMREFERRAL FEES |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-116766 |
|---|---|
| SEC ERA File Number | 801-116766 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 144417 |
| Legal Entity Identifier | None |
Principal Office
8870 DANIELS PARKWAYFORT MYERS
FL
United States
Monday - Friday, 9:00 AM TO 4:00 PM
Tel: 239-561-1155, Fax: 239-288-6206
Chief Compliance Officer
ALFRED M. TOUNJIAN
MANAGING MEMBER
8870 DANIELS PARKWAY
FORT MYERS
FL
United States
Tel:
239-561-1155
Fax:
239-288-6206
A****@********************M
(Full email address available in API data)
Regulatory Contact
MARY GESNALDO
OPERATIONS MANAGER
8870 DANIELS PARKWAY
FORT MYERS
FL
United States
Tel:
239-561-1155
M***@********************M
(Full email address available in API data)
Industry Affiliates
| NATIONAL BENEFIT CORP DBA ADVANTAGE RETIRMENT GROUP | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TOUNJIAN, ALFRED, MICHAEL | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 01/2011 | > 75% |
| TOUNJIAN FINANCIAL PARTNERS, LLC | Domestic Entity | – | OWNER | 10/2023 | 50-75% |
| TOUNJIAN, ALFRED, MICHAEL | Individual | TOUNJIAN FINANCIAL PARTNERS, LLC | OWNER | 10/2023 | > 75% |