Overview
Assets Under Management: $2.0 billion
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 30
Average Client Assets: $65.2 million
Frequently Asked Questions
VANTAGE INVESTMENT 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 #126208), VANTAGE INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
VANTAGE INVESTMENT PARTNERS, LLC is headquartered in KANSAS CITY, MO.
VANTAGE INVESTMENT PARTNERS, LLC serves 30 high-net-worth clients according to their SEC filing dated August 22, 2018. View client details ↓
According to their SEC Form ADV, VANTAGE INVESTMENT PARTNERS, LLC offers portfolio management for individuals. View all service details ↓
VANTAGE INVESTMENT PARTNERS, LLC manages $2.0 billion in client assets according to their SEC filing dated August 22, 2018.
According to their SEC Form ADV, VANTAGE INVESTMENT PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.26%
Average Client Assets: $65.2 million
Total Client Accounts: 112
Discretionary Accounts: 112
Regulatory Filings
CRD Number: 126208
Filing ID: 1236289
Last Filing Date: 2018-08-22 16:24:00