INVESTOR'S ADVANTAGE

INVESTOR'S ADVANTAGE L.L.C. Legal Name

Adviser information for INVESTOR'S ADVANTAGE last updated from Form ADV on February 29th, 2024. 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	Texas, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	1
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	206	$95.1M
Non-Discretionary	3	$3.1M
Total	209	$98.3M

Clients

Type	Number	RAUM
Individuals	64	$12.8M
HNW Individuals	24	$71.5M
Banking or thrift institutions	<5	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$0
State or municipal gov entities	<5	$0
Other investment advisers	<5	$0
Insurance companies	<5	$0
Sovereign wealth funds and foreign official institutions	<5	$0
Corporations or other businesses	11	$14.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-122067
SEC ERA File Number	801-122067
SEC CIK Numbers	None
SEC CRD Numbers	315773
Legal Entity Identifier	None

Principal Office

3109 SAINT JOHNS DRIVE
DALLAS
TX
United States

BY APPOINTMENT, BY APPT

Tel: 469-569-2145, Fax: None

Chief Compliance Officer

FADI BOURY

3109 SAINT JOHNS DRIVE

DALLAS

United States

Tel: 469-569-2145

F*****@***********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners