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VANTAGE CONSULTING GROUP INC

3500 Pacific Ave
Virginia Beach, Virginia 23451
Tel: 757-491-2998

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About VANTAGE CONSULTING GROUP INC

VANTAGE CONSULTING GROUP INC, formally registered with the SEC as VANTAGE CONSULTING GROUP INC. The firm was established in 07/17/1986. They have over 1 offices throughout the country.

VANTAGE CONSULTING GROUP INC is a Virginia Beach, Virginia based Financial Planning firm with nearly $468,661,197 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105240
SEC#801-27432
Assets Managed by Firm$468,661,197
No. of Clients15
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (AGREED UPON RATE FOR SPECIAL PROJECTS)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (VCGI MAY ALSO PROVIDE ADVICE TO ENDOWMENTS, LTD PARTNERSHIPS, ADVICE/TRADING/ACCTG TO POOLED INVESTMENTS/AND SIGNAL STRATEGY)

Firm Client Information

No. of ClientsAUM
Firm Total15$468,661,197
Pension and profit sharing plansFewer than 5 clients$7,445,148

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