Overview
Assets Under Management: $811 million
Headquarters: ELM GROVE, WI
High-Net-Worth Clients: 234
Average Client Assets: $2 million
Frequently Asked Questions
VANTAGE FINANCIAL PARTNERS, LLC 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 #315828), VANTAGE FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
VANTAGE FINANCIAL PARTNERS, LLC is headquartered in ELM GROVE, WI.
VANTAGE FINANCIAL PARTNERS, LLC serves 234 high-net-worth clients according to their SEC filing dated August 13, 2025. View client details ↓
According to their SEC Form ADV, VANTAGE FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
VANTAGE FINANCIAL PARTNERS, LLC manages $811 million in client assets according to their SEC filing dated August 13, 2025.
According to their SEC Form ADV, VANTAGE FINANCIAL PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 234
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,118
Discretionary Accounts: 4,118
Regulatory Filings
CRD Number: 315828
Filing ID: 2009107
Last Filing Date: 2025-08-13 13:47:00
Website: https://dinsmorecomplianceservices.com