VANTAGE CONSULTING GROUP INC

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

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 Status	Approved
Firm CRD#	105240
SEC#	801-27432
Assets Managed by Firm	$468,661,197
No. of Clients	15
No. of Advisors	16

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 Clients	AUM
Firm Total	15	$468,661,197
Pension and profit sharing plans	Fewer than 5 clients	$7,445,148

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