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VANTAGE WEALTH MANAGEMENT, LLC

Tel: 650-638-9600
66 Bovet Road
Ste. 310
San Mateo, California  94402

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VANTAGE WEALTH MANAGEMENT, LLC

VANTAGE WEALTH MANAGEMENT, LLC is a San Mateo, California based financial advisory firm with nearly $606,613,582 in assets under management and provides investment advisory services for 1470 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

152374

SEC#:

801-70921

No. of Clients:

1470

Assets under Management

$606,613,582

No. of Advisors:

9

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