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Building 2VANTAGE FINANCIAL GROUP, INC.

Map pinCLEVELAND, OH
Phone216-642-7878
NotebookSEC #801-33485
Total AUM
$866.9M
Employees
60
Clients
2,521

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6200 ROCKSIDE ROAD
CLEVELAND
OH 44131
United States
Operating Hours
8:15 A.M. - 4:45 P.M.
Monday - Friday
Phone
216-642-7878
Other Offices
6

ReceiptFinancials

Total AUM
$866.9M
Accounts
2,521
Discretionary
$713.4M
Accounts
2,090
Non-Discretionary
$153.5M
Accounts
431

ContactClients

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Individual Clients
1,664
AUM
$311.3M
HNW Individual Clients
818
AUM
$507.7M
Pension/Profit Sharing Plan Clients
4
AUM
$9.6M
Charitable Organization Clients
15
AUM
$16.4M
Corporation or Business Clients
20
AUM
$22M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLILLAMDMINCNYOHORPASCTXVA

HandshakeAffiliates

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

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