Investor's Advantage

$98.7MAssets under management
as of Mar 2026 · SEC Form ADV
1 person on Advicer connected to this.

Tech stack

No one at Investor's Advantage has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $93M held · filed Feb 2024
Interactive Brokers
Per Form ADV · $5M held · filed Feb 2024