Part Owner · Advantage Investment Management
Michael J. Garton
CRD 7149886 · Named on Form ADV at one SEC-registered adviser
At a glance
Advantage Investment Management, an SEC-registered wealth manager based in Louisville, KY with $215 million in regulatory assets, lists Michael J. Garton on its Form ADV as Part Owner.
Firms and roles
- Advantage Investment ManagementPart OwnerWealth manager · Louisville, KY · $215M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Donald L. GartonManaging Partner, Chief Compliance Officer, Advantage Investment Management
- Kathleen MouncePartner, Advantage Investment Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.