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Building 2VANTAGE FINANCIAL GROUP

Map pinAUBURN, CA
Phone530-906-1948
NotebookSEC #801-136160
Total AUM
$118.6M
Employees
4
Clients
451

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
164 MAPLE ST.
SUITE 1
AUBURN
CA 95603
United States
Operating Hours
9AM - 5 PM
Monday - Friday
Phone
530-906-1948
Other Offices
1

ReceiptFinancials

Total AUM
$118.6M
Accounts
808
Discretionary
$118.6M
Accounts
808
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
331
AUM
$40.3M
HNW Individual Clients
110
AUM
$76.1M
Corporation or Business Clients
10
AUM
$2.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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