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Building 2VANTAGE WEALTH

Map pinPASADENA, CA
Phone626-844-7184
NotebookSEC #801-49690
Total AUM
$683.8M
Employees
6
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 NORTH RAYMOND AVENUE
SUITE 309
PASADENA
CA 91103
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
626-844-7184

ReceiptFinancials

Total AUM
$683.8M
Accounts
489
Discretionary
$683.8M
Accounts
489
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$17.1M
HNW Individual Clients
188
AUM
$623.9M
Pension/Profit Sharing Plan Clients
10
AUM
$10.7M
Charitable Organization Clients
1
AUM
$14.4M
Corporation or Business Clients
5
AUM
$17.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANEORTXWA

HandshakeAffiliates

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

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