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VANTAGE WEALTH
125 North Raymond Avenue
Suite 309
Pasadena, California 91103
Tel: 626-844-7184
About VANTAGE WEALTH
VANTAGE WEALTH, formally registered with the SEC as VANTAGE WEALTH. The firm was established in 07/01/1995. They have over 1 offices throughout the country.
VANTAGE WEALTH is a Pasadena, California based Financial Planning firm with nearly $609,061,977 assets under management, offering retirement planning & investment advisory services to 457 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111324 |
| SEC# | 801-49690 |
| Assets Managed by Firm | $609,061,977 |
| No. of Clients | 457 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 457 | $609,061,977 |
| Individuals (other than high net worth individuals) | 21 | $4,759,199 |
| High net worth individuals | 206 | $566,025,335 |
| Pension and profit sharing plans | 9 | $8,223,147 |
| Charitable organizations | Fewer than 5 clients | $13,371,655 |
| Corporations or other businesses | 5 | $16,682,641 |
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