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Home > Retirement Planners > ohio > cleveland > VANTAGE FINANCIAL GROUP, INC.
VANTAGE FINANCIAL GROUP, INC.
6200 Rockside Road
Cleveland, Ohio 44131
Tel: 216-642-7878
About VANTAGE FINANCIAL GROUP, INC.
VANTAGE FINANCIAL GROUP, INC, formally registered with the SEC as VANTAGE FINANCIAL GROUP, INC. The firm was established in 12/16/1988. They have over 6 offices throughout the country.
VANTAGE FINANCIAL GROUP, INC. is a Cleveland, Ohio based Financial Planning firm with nearly $720,283,992 assets under management, offering retirement planning & investment advisory services to 2461 clients. The firm is staffed with 63 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105950 |
| SEC# | 801-33485 |
| Assets Managed by Firm | $720,283,992 |
| No. of Clients | 2461 |
| No. of Advisors | 63 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
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 | 2461 | $720,283,992 |
| Individuals (other than high net worth individuals) | 1687 | $263,618,407 |
| High net worth individuals | 736 | $415,920,816 |
| Pension and profit sharing plans | 6 | $7,317,055 |
| Charitable organizations | 15 | $13,059,039 |
| Corporations or other businesses | 17 | $20,368,675 |
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