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Building 2VANTAGE POINT ADVISORS INC.

Map pinLOWER GWYNEDD, PA
Phone215-643-5600
NotebookSEC #801-21231
Total AUM
$159.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1029 N. BETHLEHEM PIKE
LOWER GWYNEDD
PA 19002
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
215-643-5600

ReceiptFinancials

Total AUM
$159.6M
Accounts
581
Discretionary
$143.7M
Accounts
522
Non-Discretionary
$15.9M
Accounts
59

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPA

HandshakeAffiliates

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

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