VANTAGE FINANCIAL PARTNERS, LLC - Financial Advisor in Wisconsin, Elm Grove

Tel: 262-439-8587 13230 Watertown Plank Road Elm Grove, Wisconsin 53122

About VANTAGE FINANCIAL PARTNERS, LLC

VANTAGE FINANCIAL PARTNERS, LLC is a Elm Grove, Wisconsin based financial advisory firm with nearly $612,105,943 in assets under management and provides investment advisory services for 4115 clients. There are currently 22 financial advisors at the firm.

General Information

Firm CRD#:

315828

Firm SEC#:

801-122083

Assets Under Management:

$612,105,943

No. of Clients:

4115

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Wisconsin, Elm Grove

FirmCRD#:111272

SEC#:801-124940

No. of Advisors:6

No. of Clients:639

AUM:$125,162,344

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

LIBERTY FINANCIAL GROUP, INC.

111272

801-124940

639

$125,162,344

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