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Advantage Investment Management

EST. AUM
$215,376,210

CONTACTS

CLIENT ACCOUNTS
369

Firm Details

Metro area Louisville
CRD Number 146493
Website aim-rps.com
Client types

Overview

Garton & Associates Financial Advisors LLC, doing business as Advantage Investment Management (AIM), is a registered investment advisory firm headquartered in Louisville, Kentucky. Founded in 2005, the firm provides comprehensive wealth management, financial planning, and customized investment advisory services to individuals, multi-generational families, and corporate retirement plans. AIM focuses on developing tailored asset allocation strategies designed to align with each client’s financial goals, risk tolerance, and long-term objectives. Through an integrated planning approach, the firm helps clients address investment management, retirement readiness, and broader wealth preservation needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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