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Building 2VANTUS WEALTH

Map pinLANCASTER, PA
Phone844-682-6887
NotebookSEC #801-133832
Total AUM
$439.8M
Employees
15
Clients
1,010

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
415 NORTH PRINCE STREET
SUITE 200
LANCASTER
PA 17603
United States
Operating Hours
9:00 TO 4:30
Monday - Friday
Phone
844-682-6887

ReceiptFinancials

Total AUM
$439.8M
Accounts
2,368
Discretionary
$312.4M
Accounts
2,338
Non-Discretionary
$127.4M
Accounts
30

ContactClients

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Individual Clients
843
AUM
$102.4M
HNW Individual Clients
137
AUM
$210M
Pension/Profit Sharing Plan Clients
30
AUM
$127.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEMDMINCNHNJNYOHPATXVA

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

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