Overview
Assets Under Management: $572 million
Headquarters: ARLINGTON HEIGHTS, IL
High-Net-Worth Clients: 74
Average Client Assets: $5.1 million
Frequently Asked Questions
VANTAGE FINANCIAL PARTNERS LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123351), VANTAGE FINANCIAL PARTNERS LIMITED is subject to fiduciary duty under federal law.
VANTAGE FINANCIAL PARTNERS LIMITED is headquartered in ARLINGTON HEIGHTS, IL.
VANTAGE FINANCIAL PARTNERS LIMITED serves 74 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, VANTAGE FINANCIAL PARTNERS LIMITED offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VANTAGE FINANCIAL PARTNERS LIMITED manages $572 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, VANTAGE FINANCIAL PARTNERS LIMITED serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.72%
Average Client Assets: $5.1 million
Total Client Accounts: 1,018
Discretionary Accounts: 1,016
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 123351
Filing ID: 1848454
Last Filing Date: 2024-03-19 09:38:00