Vantage Consulting Group Inc.

Vantage Consulting Group Inc. (CRD# 105240) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $7,173,088,545 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,173
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $298,878,689
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

VA

Financial Advisors at Vantage Consulting Group Inc.
Showing 1 - 7 of 7 top financial advisors.
1
James T. Wolfe
CRD#: 2154061
3500 Pacific Avenue, Virginia Beach, VA 23451
93
Wealthminder
score

James Wolfe (CRD# 2154061) is an Investment Advisor Representative working at Vantage Consulting Group Inc. in Virginia Beach, VA and has over 16 years of experience in the finance industry.

2
Eloise C. Chandler
CRD#: 1710982
3500 Pacific Avenue, Virginia Beach, VA 23451
90
Wealthminder
score

Eloise Chandler (CRD# 1710982) is an Investment Advisor Representative working at Vantage Consulting Group Inc. in Virginia Beach, VA and has 1 year of experience in the finance industry.

3
Jonathan F. Finn
CRD#: 4526986
3500 Pacific Avenue, Virginia Beach, VA 23451
90
Wealthminder
score

Jonathan Finn (CRD# 4526986) is an Investment Advisor Representative working at Vantage Consulting Group Inc. in Virginia Beach, VA and has 1 year of experience in the finance industry.

4
Sanjeev S. Mudumba
CRD#: 6591743
3500 Pacific Ave, Virginia Beach, VA 23451
90
Wealthminder
score

Sanjeev Mudumba (CRD# 6591743) is an Investment Advisor Representative working at Vantage Consulting Group Inc. in Virginia Beach, VA and has 1 year of experience in the finance industry.

5
Ruth B. Cole
CRD#: 1711014
3500 Pacific Avenue, Virginia Beach, VA 23451
87
Wealthminder
score

Ruth Cole (CRD# 1711014) is an Investment Advisor Representative working at Vantage Consulting Group Inc. in Virginia Beach, VA and has 1 year of experience in the finance industry.

6
Mark T. Finn
CRD#: 1710971
3500 Pacific Avenue, Virginia Beach , VA 23451
87
Wealthminder
score

Mark Finn (CRD# 1710971) is an Investment Advisor Representative working at Vantage Consulting Group Inc. in Virginia Beach , VA and has 1 year of experience in the finance industry.

7
David P. Schippers
CRD#: 2284987
3500 Pacific Ave, Virginia Beach, VA 23451
87
Wealthminder
score

David Schippers (CRD# 2284987) is an Investment Advisor Representative working at Vantage Consulting Group Inc. in Virginia Beach, VA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.