Vantage Financial Group
Vantage Financial Group (CRD# 309675) is a financial advisory firm headquartered in Auburn, CA. They manage $67,071,670 in 520 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management67MILLION
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Total Number of Accounts520ACCOUNTS
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Average Account Value$128,984
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, OR
Mark Cuniberti (CRD# 6516052) is an Investment Advisor Representative working at Vantage Financial Group in Auburn, CA and has over 8 years of experience in the finance industry.
Jess Hudson (CRD# 5676030) is an Investment Advisor Representative working at Vantage Financial Group in Auburn, CA and has over 6 years of experience in the finance industry.
Karsten Kaczmar (CRD# 6809028) is an Investment Advisor Representative working at Vantage Financial Group in Auburn, CA and has over 3 years of experience in the finance industry. He services clients all around the United States. He works primarily with individuals looking to prioritize social-impact investing while simultaneously acheiving their financial goals.