Advantage Financial Services Parent, L.P.
Managing MemberTransition Financial Advisors Group, LLC
About Advantage Financial Services Parent, L.P.
Advantage Financial Services Parent, L.P. is listed as Managing Member at Transition Financial Advisors Group, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Transition Financial Advisors Group, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Advantage Financial Services Parent, L.P. work?
Advantage Financial Services Parent, L.P. is listed as Managing Member at Transition Financial Advisors Group, LLC on SEC Form ADV.
How much of Transition Financial Advisors Group, LLC does Advantage Financial Services Parent, L.P. own?
Form ADV reports a beneficial ownership band of Over 75%.
Transition Financial Advisors Group, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |