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VANTAGE FINANCIAL PARTNERS, LLC

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

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VANTAGE FINANCIAL PARTNERS, LLC

VANTAGE FINANCIAL PARTNERS, LLC is a Elm Grove, Wisconsin based financial advisory firm with nearly $612,105,943 in assets under management and provides investment advisory services for 4115 clients. There are currently 22 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

315828

SEC#:

801-122083

No. of Clients:

4115

Assets under Management

$612,105,943

No. of Advisors:

22

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