VANTAGE POINT FINANCIAL, LLC

2443 Warrenville Road
Suite 630
Lisle, Illinois 60532
Tel: (331) 204-6212

About VANTAGE POINT FINANCIAL, LLC

VANTAGE POINT FINANCIAL, LLC, formally registered with the SEC as VANTAGE POINT FINANCIAL, LLC. The firm was established in 11/17/2021. They have over 4 offices throughout the country.

VANTAGE POINT FINANCIAL, LLC is a Lisle, Illinois based Financial Planning firm with nearly $237,923,346 assets under management, offering retirement planning & investment advisory services to 1233 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305016
SEC#	801-122708
Assets Managed by Firm	$237,923,346
No. of Clients	1233
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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1233	$237,923,346
Individuals (other than high net worth individuals)	373	$86,662,159
High net worth individuals	108	$151,261,187

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