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VANTAGE POINT FINANCIAL, LLC

Tel: (331) 204-6212
2443 Warrenville Road
Suite 630
Lisle, Illinois  60532

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VANTAGE POINT FINANCIAL, LLC

VANTAGE POINT FINANCIAL, LLC is a Lisle, Illinois based financial advisory firm with nearly $237,923,346 in assets under management and provides investment advisory services for 1233 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 , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

305016

SEC#:

801-122708

No. of Clients:

1233

Assets under Management

$237,923,346

No. of Advisors:

9

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