VANTAGE FINANCIAL PARTNERS, LLC

13230 Watertown Plank Road
Elm Grove, Wisconsin 53122
Tel: 262-439-8587

About VANTAGE FINANCIAL PARTNERS, LLC

VANTAGE FINANCIAL PARTNERS, LLC, formally registered with the SEC as VANTAGE FINANCIAL PARTNERS, LLC. The firm was established in 08/13/2021. They have over 5 offices throughout the country.

VANTAGE FINANCIAL PARTNERS, LLC is a Elm Grove, Wisconsin based Financial Planning firm with nearly $612,105,943 assets under management, offering retirement planning & investment advisory services to 4115 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315828
SEC#	801-122083
Assets Managed by Firm	$612,105,943
No. of Clients	4115
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4115	$612,105,943
Individuals (other than high net worth individuals)	1397	$329,643,675
High net worth individuals	203	$279,179,770
Pension and profit sharing plans	1	$253,854
Charitable organizations	4	$1,852,380
Corporations or other businesses	4	$1,003,830

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TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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