Vantage Advisors, LLC

Vantage Advisors, LLC (CRD# 126844) is a financial advisory firm headquartered in Fishers, IN. They manage $31,285,124 in 458 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $68,308
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, IN, LA, MD, MI, NH, NJ, OH, OK, PA, TX, VA, WI

Financial Advisors at Vantage Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James J. Livengood
CRD#: 4159017
Indianapolis, IN
93
Wealthminder
score

James Livengood (CRD# 4159017) is an Investment Advisor Representative working at Vantage Advisors, LLC in Indianapolis, IN and has over 14 years of experience in the finance industry.

2
George R. McKown
CRD#: 4133109
Indianapolis, IN
23
Wealthminder
score

George McKown (CRD# 4133109) is an Investment Advisor Representative working at Vantage Advisors, LLC in Indianapolis, IN and has over 18 years of experience in the finance industry.

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