VANTAGE WEALTH MANAGEMENT, LLC

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

About VANTAGE WEALTH MANAGEMENT, LLC

VANTAGE WEALTH MANAGEMENT, LLC, formally registered with the SEC as VANTAGE WEALTH MANAGEMENT, LLC. The firm was established in 01/04/2010. They have over 1 offices throughout the country.

VANTAGE WEALTH MANAGEMENT, LLC is a San Mateo, California based Financial Planning firm with nearly $606,613,582 assets under management, offering retirement planning & investment advisory services to 1470 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152374
SEC#	801-70921
Assets Managed by Firm	$606,613,582
No. of Clients	1470
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	1470	$606,613,582
Individuals (other than high net worth individuals)	406	$406,844,143
High net worth individuals	144	$195,481,171
Pension and profit sharing plans	Fewer than 5 clients	$4,288,268

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