Vantage Wealth Management LLC
Vantage Wealth Management LLC (CRD# 324413) is a financial advisory firm headquartered in Corvallis, OR. They manage $15,000,070 in 114 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts114ACCOUNTS
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Average Account Value$131,580
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Vantage Wealth Management LLC
1
Brian Donne (CRD# 5067947) is an Investment Advisor Representative working at Vantage Wealth Management LLC in Corvallis, OR and has over 18 years of experience in the finance industry.
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