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INVANTAGE CAPITAL LLC
CRD 337627
3650 MT. DIABLO BLVD, STE 225, LAFAYETTE, CA, 94549, United States
Phone
1-510-326-6957
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.2M
Discretionary AUM
$4.2M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Official SEC filing: View on IAPD