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Financial Advisor
California
Pasadena
VANTAGE WEALTH

VANTAGE WEALTH

Tel: 626-844-7184 125 North Raymond Avenue Suite 309 Pasadena, California 91103

About VANTAGE WEALTH

VANTAGE WEALTH is a Pasadena, California based financial advisory firm with nearly $609,061,977 in assets under management and provides investment advisory services for 457 clients. There are currently 6 financial advisors at the firm.

General Information
Firm CRD#:

111324

Firm SEC#:

801-49690

Assets Under Management:

$609,061,977

No. of Clients:

457

No. of Advisors:

6

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

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