Overview
Assets Under Management: $1.4 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 277
Average Client Assets: $2.5 million
Frequently Asked Questions
VANTAGE INVESTMENT ADVISORS, 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 #174099), VANTAGE INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
VANTAGE INVESTMENT ADVISORS, LLC is headquartered in OVERLAND PARK, KS.
VANTAGE INVESTMENT ADVISORS, LLC serves 277 high-net-worth clients according to their SEC filing dated July 31, 2018. View client details ↓
According to their SEC Form ADV, VANTAGE INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
VANTAGE INVESTMENT ADVISORS, LLC manages $1.4 billion in client assets according to their SEC filing dated July 31, 2018.
According to their SEC Form ADV, VANTAGE INVESTMENT ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 277
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.64%
Average Client Assets: $2.5 million
Total Client Accounts: 7,916
Discretionary Accounts: 7,806
Non-Discretionary Accounts: 110
Regulatory Filings
CRD Number: 174099
Filing ID: 1230035
Last Filing Date: 2018-07-31 14:30:00