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VANTAGE POINT FINANCIAL, LLC

Tel: (331) 204-6212
3030 Warrenville Road
Suite 419
Lisle, Illinois  60532

About VANTAGE POINT FINANCIAL, LLC

VANTAGE POINT FINANCIAL, LLC is a Lisle, Illinois based financial advisory firm with nearly $147,002,927 in assets under management and provides investment advisory services for 787 clients. There are currently 10 financial advisors at the firm.


General Information

Firm CRD#:   305016
SEC#:   801-122708
Assets under Management:   $147,002,927
No. of Clients:   787
No. of Advisors:   10
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors
Fee Structure:   A percentage of AUM, Hourly charges, Fixed fees

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