Michael
Garton

Advantage Investment Management

CRD#7149886
Investment Advisor
in Louisville, KY

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About this Advisor

Michael Garton is a financial advisor based in Louisville, Kentucky, working with Advantage Investment Management. Michael has previously held positions at Advantage Investment Management, Louisville Metro Council, Casten For Congress, Steel Blue Consulting, LLC, Kentucky House Of Representatives, and Benchmark Advisory Services, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Michael is part of Advantage Investment Management, which operates out of Louisville, Kentucky. The firm has 1 office and 8 employees. The firm manages assets totaling $159.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Advantage Investment Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Glenview Pointe Business Center 2319 Lime Kiln Lane, Suite A
Louisville, KY 40222

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Advantage Investment Management Brokerage Details

Total Assets Under Management

$159,751,600

KY Average: $949,722,027
Total Number of Employees

8

KY Average: 35
Total Number of Accounts

372

KY Average: 1,296
Average Account Size

$429,440

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services

Michael Garton Work History

2020 - Present (4 years)

Benchmark Advisory Services, LLC

2019 - Present (5 years)

Advantage Investment Management

2018 - Present (6 years)

Louisville Metro Council

2017 - 2018 (1 year)

Casten For Congress

2016 - 2017 (1 year)

Steel Blue Consulting, LLC

2013 - 2016 (3 years)

Kentucky House Of Representatives

Disclosures

Please visit the SEC profile of Michael Garton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advantage Investment Management

Michael Garton
Louisville, KY
Lisa Heffley
Louisville, KY
Donald Garton
Louisville, KY
William Fowler
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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