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VANTAGE FINANCIAL GROUP, INC.
CRD 105950 · SEC 801-33485
6200 ROCKSIDE ROAD, CLEVELAND, OH, 44131, United States
Phone
216-642-7878
Fax
216-642-8042
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$866.9M
Discretionary AUM
$713.4M
Team
60 total employees; 22 advisory reps; 110 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1664 | $311.3M |
| High net worth individuals | 818 | $507.7M |
| Pension/profit sharing plans | 4 | $9.6M |
| Charitable organizations | 15 | $16.4M |
| Corporations/business entities | 20 | $22.0M |
States served
AZ, CA, CO, IL, LA, MD, MI, NY, NC, OH, OR, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD