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AVANCE INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · CRD 310749 · IAPD ↗ · avanceinv.com · (917) 693-9893

$2.62BRegulatory AUM
23Advisory reps
25Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — AVANCE INVESTMENT MANAGEMENT, LLC reported RAUM up 58% ($1.65B -> $2.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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