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Building 2VANTAGE POINT ADVISORS, LLC

Map pinSALT LAKE CITY, UT
Phone801-272-0908
NotebookSEC #801-71511
Total AUM
$39.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
308 EAST 4500 SOUTH
SUITE 285
SALT LAKE CITY
UT 84107
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
801-272-0908

ReceiptFinancials

Total AUM
$39.7M
Accounts
113
Discretionary
$10.8M
Accounts
72
Non-Discretionary
$28.9M
Accounts
41

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial 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
TXUT

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

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