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ADVANTAGE RETIREMENT GROUP

FORT MYERS, FL · CRD 144417 · IAPD ↗ · advantageretirementgroup.net · 239-561-1155

$324.7MRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — ADVANTAGE RETIREMENT GROUP (FORT MYERS, FL) left the SEC roster (was $324.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.