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Building 2VANTAGE INVESTMENT PARTNERS, LLC

Map pinKANSAS CITY, MO
Phone816-569-1373
NotebookSEC #801-62034
Total AUM
$2.6B
Employees
4
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4900 MAIN STREET, SUITE 410
KANSAS CITY
MO 64112
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
816-569-1373

ReceiptFinancials

Total AUM
$2.6B
Accounts
109
Discretionary
$2.6B
Accounts
109
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$3.6M
HNW Individual Clients
28
AUM
$2.5B
Investment Advisor Clients
1
AUM
$13.3M
Insurance Company Clients
1
AUM
$33.3M
Corporation or Business Clients
1
AUM
$8.5M
Other Clients
1
AUM
$1.3M
Description of Other Clients
NON US

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZKSMONESDTX

HandshakeAffiliates

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

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