Vantage Point Advisors, LLC
Vantage Point Advisors, LLC (CRD# 131989) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $82,704,171 in 139 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Vantage Point Advisors, LLC
By the Numbers
-
Total Assets Under Management83MILLION
-
Total Number of Accounts139ACCOUNTS
-
Average Account Value$594,994
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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.
TX, UT
Financial Advisors at Vantage Point Advisors, LLC
No Advisor Found.
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