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Building 2VANTAGE WEALTH PLANNING

Map pinRENO, NV
Phone775-502-8484
NotebookSEC #801-126100
Total AUM
$264.7M
Employees
4
Clients
408

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3748 LAKESIDE DR.
SUITE 100
RENO
NV 89509
United States
Operating Hours
9AM-5PM
BY APPOINTMENT ONLY
Phone
775-502-8484

ReceiptFinancials

Total AUM
$264.7M
Accounts
829
Discretionary
$264.7M
Accounts
829
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
299
AUM
$78.5M
HNW Individual Clients
99
AUM
$172.3M
Pension/Profit Sharing Plan Clients
8
AUM
$10.3M
Charitable Organization Clients
1
AUM
$257.5K
Corporation or Business Clients
1
AUM
$3.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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