Overview
Assets Under Management: $431 million
Headquarters: LISLE, IL
High-Net-Worth Clients: 142
Average Client Assets: $2 million
Frequently Asked Questions
VANTAGE POINT FINANCIAL 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 #305016), VANTAGE POINT FINANCIAL LLC is subject to fiduciary duty under federal law.
VANTAGE POINT FINANCIAL LLC is headquartered in LISLE, IL.
VANTAGE POINT FINANCIAL LLC serves 142 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, VANTAGE POINT FINANCIAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VANTAGE POINT FINANCIAL LLC manages $431 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, VANTAGE POINT FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 142
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,647
Discretionary Accounts: 1,647
Regulatory Filings
CRD Number: 305016
Filing ID: 1941244
Last Filing Date: 2025-03-26 17:19:00
Website: https://vptfinancial.com