search

Advanta IRA

Unclaimed vendor Unclaimed
Reviews pending

Advanta IRA Products (2)

   
search

SEP IRA

search

SIMPLE IRA

Product Description

Show More

About this product

×

Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

0 RFI Questions RFI questions

RFI questions number is Locked

0 Specific Questions Specific Questions tooltip

Lock

Product Features

Show All Features

Product Features

×

Not Provided.

Advanta IRA Info

Founded:

2003

Funding Summary:

Not Provided

Location:

13191 Starkey Road, Suite 2, Largo, Florida 33773, US

Links:

Employees:

55
Founded in 2003 by Jack Callahan and Doug Davenport, Advanta IRA is a self-directed IRA administrator that helps individuals invest retirement and health savings funds beyond traditional stocks and bonds. The company administers Traditional, Roth, SEP, SIMPLE, and Inherited IRAs, Solo... Show More

About this vendor

×
Founded in 2003 by Jack Callahan and Doug Davenport, Advanta IRA is a self-directed IRA administrator that helps individuals invest retirement and health savings funds beyond traditional stocks and bonds. The company administers Traditional, Roth, SEP, SIMPLE, and Inherited IRAs, Solo 401(k) plans, HSAs, and ESAs, giving account holders the ability to hold alternative assets such as real estate, private lending, private placements, precious metals, and cryptocurrency inside tax-advantaged accounts. Each client is assigned a dedicated account manager. Custodial services are provided through its affiliate, Advanta Trust Company, a Nevada-licensed retail trust company.

Streamline Your Vendor Selection

Our team of experts can help you choose the right vendor for your business. Let’s get in touch!