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VANTAGE POINT FINANCIAL, LLC
VANTAGE POINT FINANCIAL LLC
CRD 305016 · SEC 801-122708
2443 WARRENVILLE ROAD, SUITE 630, LISLE, IL, 60532, United States
Phone
(331) 204-6212
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$484.6M
Discretionary AUM
$438.5M
Team
17 total employees; 17 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 413 | $147.3M |
| High net worth individuals | 153 | $337.3M |
States served
CA, IL, IA, MI, NC, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD