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Home > Retirement Planners > nevada > reno > VANTAGE WEALTH PLANNING
VANTAGE WEALTH PLANNING
3748 Lakeside Dr.
Suite 100
Reno, Nevada 89509
Tel: 775-502-8484
About VANTAGE WEALTH PLANNING
VANTAGE WEALTH PLANNING, formally registered with the SEC as VANTAGE WEALTH PLANNING. The firm was established in 07/15/2022. They have over 1 offices throughout the country.
VANTAGE WEALTH PLANNING is a Reno, Nevada based Financial Planning firm with nearly $169,747,735 assets under management, offering retirement planning & investment advisory services to 663 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173929 |
| SEC# | 801-126100 |
| Assets Managed by Firm | $169,747,735 |
| No. of Clients | 663 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 663 | $169,747,735 |
| Individuals (other than high net worth individuals) | 278 | $62,426,701 |
| High net worth individuals | 64 | $98,567,704 |
| Pension and profit sharing plans | 9 | $6,455,900 |
| Corporations or other businesses | Fewer than 5 clients | $2,297,430 |
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