Insights

Personalized Financial Services Advantage Investment Management emphasizes tailored, ongoing financial planning and personalized client relationships, highlighting opportunities to introduce advanced financial tools and digital engagement solutions to enhance client experience.

Niche Market Focus With a small team and a regional presence in Louisville, KY, there is potential to target local high-net-worth individuals and small business clients seeking personalized and comprehensive investment management services.

Technology Utilization The company's use of a diverse tech stack including cloud storage, marketing automation, and web development tools suggests openness to integrating innovative fintech solutions, offering avenues for upselling advanced analytics or client portal enhancements.

Growth and Revenue Range Operating within a revenue range of one to ten million dollars with a lean team presents opportunities to expand service offerings, scale operations, and leverage strategic partnerships to accelerate growth.

Industry Positioning Positioning among well-established competitors with large employee bases indicates a competitive landscape; tailored value propositions focused on personalized service and niche specialization could differentiate Advantage Investment Management and attract a distinctive client base.

Advantage Investment Management Tech Stack

Advantage Investment Management uses 8 technology products and services including Amazon S3, Mailchimp, Google Fonts API, and more. Explore Advantage Investment Management's tech stack below.

  • Amazon S3
    Content Delivery Network
  • Mailchimp
    Email
  • Google Fonts API
    Font Scripts
  • Pikaday
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology
  • Drupal Multisite
    Web Hosting
  • Orbit Slider
    Web Tools And Plugins

Media & News

Advantage Investment Management's Email Address Formats

Advantage Investment Management uses at least 1 format(s):
Advantage Investment Management Email FormatsExamplePercentage
FirstLast@aim-rps.comJohnDoe@aim-rps.com
50%
FirstLast@aim-rps.comJohnDoe@aim-rps.com
50%

Frequently Asked Questions

Where is Advantage Investment Management's headquarters located?

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Advantage Investment Management's main headquarters is located at 2319 Lime Kiln Lane, Suite A Louisville, KY 40222, US. The company has employees across 1 continents, including North America.

What is Advantage Investment Management's official website and social media links?

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Advantage Investment Management's official website is aim-rps.com and has social profiles on LinkedIn.

What is Advantage Investment Management's SIC code NAICS code?

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Advantage Investment Management's SIC code is 6733 - Trusts, Except Educational, Religious, and Charitable NAICS code is 52 - Finance and Insurance.

How many employees does Advantage Investment Management have currently?

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As of October 2025, Advantage Investment Management has approximately 5 employees across 1 continents, including North America. Key team members include Chief Financial Officer / Board Member: C. M.Managing Partner: D. G.Partner: B. M.. Explore Advantage Investment Management's employee directory with LeadIQ.

What industry does Advantage Investment Management belong to?

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Advantage Investment Management operates in the Financial Services industry.

What technology does Advantage Investment Management use?

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Advantage Investment Management's tech stack includes Amazon S3MailchimpGoogle Fonts APIPikadayModernizrX-Content-Type-OptionsDrupal MultisiteOrbit Slider.

What is Advantage Investment Management's email format?

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Advantage Investment Management's email format typically follows the pattern of FirstLast@aim-rps.com. Find more Advantage Investment Management email formats with LeadIQ.

When was Advantage Investment Management founded?

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Advantage Investment Management was founded in 2004.

Advantage Investment Management

Financial ServicesUnited States2-10 Employees

Your financial goals are our priority. Through extensive experience in the finance industry, ample resources and individualized services our advisors will help achieve the financial success you envision and protect against unforeseen challenges.

At Advantage Investment Management, we take a comprehensive, disciplined, long-term view to financial services-and relationship. Simply put, we will listen to you and your needs. For us, it is about getting to know you, what you are working for, and what you want to achieve.

We will build your financial future with personal services including:
-Retirement Planning
-Saving for College
-Investment Services
-Tax Strategies
-Annuities
-Traditional & Roth IRAs
-Life, Health, Disability, and Long Term Care Insurance

With us, you will receive an ongoing, personal service, and we will consistently monitor your accounts. Unlike other firms, our independent affiliation allows us to utilize extensive resources and financial tools in order to tailor our services to you. 

Securities offered through Securities Service Network, member FINRA/SIPC, to residents of CA, CO, FL, GA, IL, IN, KY, MO, NJ, NY, OH, OK, PA, UT, VA, WV. Advisory Services offered through Garton & Associates Financial Advisors, LLC dba Advantage Investment Management., a registered investment advisor. www.finra.org  www.sipc.org

Section iconCompany Overview

Headquarters
2319 Lime Kiln Lane, Suite A Louisville, KY 40222, US
SIC Code
6733 - Trusts, Except Educational, Religious, and Charitable
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Advantage Investment Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Advantage Investment Management's revenue is estimated to be in the range of $1M$10M

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