VANTAGE POINT FINANCIAL LLC
Doing business as VANTAGE POINT FINANCIAL, LLC. SEC Form ADV profile.
Total regulatory AUM
$484,569,719
Discretionary
$438,477,274
Non-discretionary
$46,092,445
Firm details
- CRD number
- 305016
- SEC file number
- 801-122708
- Main office
- LISLE, IL, United States
- Employees
- 17
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.