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Building 2VANTAGE FINANCIAL PARTNERS, LLC

Map pinELM GROVE, WI
Phone262-439-8587
NotebookSEC #801-122083
Total AUM
$1B
Employees
26
Clients
1,889

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13230 WATERTOWN PLANK ROAD
ELM GROVE
WI 53122
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
262-439-8587
Other Offices
5

ReceiptFinancials

Total AUM
$1B
Accounts
5,227
Discretionary
$1B
Accounts
5,227
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,654
AUM
$540M
HNW Individual Clients
211
AUM
$450.8M
Investment Company Clients
1
AUM
$14.6K
Pooled Vehicle Clients
10
AUM
$26.6M
Charitable Organization Clients
8
AUM
$3.7M
Corporation or Business Clients
5
AUM
$2.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAIAILINKYMIMNMONCOHPASDTXWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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