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Building 2VANTAGE WEALTH MANAGEMENT, LLC

Map pinSAN MATEO, CA
Phone650-638-9600
NotebookSEC #801-70921
Total AUM
$1.1B
Employees
9
Clients
639

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
66 BOVET ROAD
STE. 310
SAN MATEO
CA 94402
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
650-638-9600

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,888
Discretionary
$1.1B
Accounts
1,888
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
371
AUM
$153.7M
HNW Individual Clients
264
AUM
$962.3M
Pension/Profit Sharing Plan Clients
4
AUM
$7.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLANVNYORTXWA

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

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