Vantage Point Advisors, LLC
Vantage Point Advisors, LLC (CRD# 131989) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $67,661,568 in 140 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management68MILLION
Total Number of Accounts140ACCOUNTS
Average Account Value$483,297
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
Barbara Ray (CRD# 4635209) is an Investment Advisor Representative working at Vantage Point Advisors, LLC in Salt Lake City, UT and has over 14 years of experience in the finance industry.