VANTAGE WEALTH MANAGEMENT, LLC - Financial Advisor in California, San Mateo

Tel: 650-638-9600 66 Bovet Road Ste. 310 San Mateo, California 94402

About VANTAGE WEALTH MANAGEMENT, LLC

VANTAGE WEALTH MANAGEMENT, LLC is a San Mateo, California based financial advisory firm with nearly $606,613,582 in assets under management and provides investment advisory services for 1470 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

152374

Firm SEC#:

801-70921

Assets Under Management:

$606,613,582

No. of Clients:

1470

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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