James Advantage Funds

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

1349 Fairground Rd, Beavercreek, Ohio, 4...

Phone Number

(937) 426-7640

Revenue

$8.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About James Advantage Funds

James Advantage Funds offers a range of mutual funds designed to meet various financial goals, from conservative principal preservation to aggressive long-term growth. Their services cater to both individuals and institutions, providing comprehensive wealth management, estate planning, financial planning, and investment management strategies. The mutual fund family includes options such as the Balanced: Golden Rainbow, Small Cap, Micro Cap, and Aggressive Allocation funds, each with distinct investment objectives. The company aims to assist clients in achieving their financial aspirations with as little as $50 a month.Explore more
James Advantage Funds's Social MediaPopular SearchesJames Advantage FundsJames Investment Research IncAdvantage Funds IncJames Advantage Funds areJames Capital AllianceSIC Code 67,672NAICS Code 52,525Show more

James Advantage Funds Org Chart

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Senior Vice President and Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

James Advantage Funds

$8.4M
11-50
Private
-
-
AS
Ann ShawSenior Vice President and Portfolio Manager
$17.9M
51-200
Public
-
1993
GM
Gary MoffettMaterial Handler
$16.4M
51-200
Private
-
1975
Jessica Pressgrove, Chief Financial Officer at Southeastern
Jessica PressgroveChief Financial Officer
$15.2M
11-50
Private
-
2000
John Sundeen, Executive Vice President & Chief Administrative Officer at Delaware Funds by Macquarie
John SundeenExecutive Vice President & Chief Administrative Officer
$8.2M
11-50
Private
<$5M
1991
SS
Scott StChief Financial Officer
$5.3M
11-50
Private
-
1931
MG
Melissa GilbertsonChief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

James Advantage Funds is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

James Advantage Funds is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about James Advantage Funds.

James Advantage Funds Tech Stack

A closer look at the technologies used by James Advantage Funds

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Frequently Asked Questions Regarding James Advantage Funds

What is James Advantage Funds's official website?
James Advantage Funds's official website is www.jamesfunds.com
What is James Advantage Funds's Revenue?
James Advantage Funds's revenue is $8.4 Million
What is James Advantage Funds's SIC code?
James Advantage Funds's SIC: 67,672
What is James Advantage Funds's NAICS code?
James Advantage Funds's NAICS: 52,525
How many employees does James Advantage Funds have?
James Advantage Funds has 11-50 employees
What industry does James Advantage Funds belong to?
James Advantage Funds is in the industry of: Finance, Securities Trading
What is James Advantage Funds competition?
James Advantage Funds top competitors include: Delaware Funds by Macquarie, Crossmark Global Investments, Southeastern, Wellesley Office Park
What technology does James Advantage Funds use?
Some of the popular technologies that James Advantage Funds uses are: Highcharts, AppRiver, Adobe Typekit, Google Font API
How do I contact James Advantage Funds?
James Advantage Funds contact info: Phone number: (937) 426-7640 Website: www.jamesfunds.com
What does James Advantage Funds do?

James Advantage Funds offers a range of mutual funds designed to meet various financial goals, from conservative principal preservation to aggressive long-term growth. Their services cater to both individuals and institutions, providing comprehensive wealth management, estate planning, financial planning, and investment management strategies. The m... utual fund family includes options such as the Balanced: Golden Rainbow, Small Cap, Micro Cap, and Aggressive Allocation funds, each with distinct investment objectives. The company aims to assist clients in achieving their financial aspirations with as little as $50 a month.Read More

What are James Advantage Funds social media links?
James Advantage Funds Linkedin page James Advantage Funds Twitter page James Advantage Funds Facebook page
Is James Advantage Funds a public company?
James Advantage Funds is private company therefore does not currently have an official ticker symbol
See more information about James Advantage Funds

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