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Building 2VANTAGE POINT FINANCIAL, LLC

Map pinLISLE, IL
Phone(331) 204-6212
NotebookSEC #801-122708
Total AUM
$484.6M
Employees
17
Clients
566

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2443 WARRENVILLE ROAD
SUITE 630
LISLE
IL 60532
United States
Operating Hours
M-TH 9:00 AM - 5:00 PM
FRIDAY 9AM-3PM
Phone
(331) 204-6212
Other Offices
2

ReceiptFinancials

Total AUM
$484.6M
Accounts
1,683
Discretionary
$438.5M
Accounts
1,535
Non-Discretionary
$46.1M
Accounts
148

ContactClients

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Individual Clients
413
AUM
$147.3M
HNW Individual Clients
153
AUM
$337.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIAILMIMONCTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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