Overview
Assets Under Management: $609 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 206
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 206
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 457
Discretionary Accounts: 457
Regulatory Filings
CRD Number: 111324
Last Filing Date: 2025-01-24 00:00:00
Website: https://vantagewealth.com