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| Happy Holidays!! thanks for using AUM13F!! |
| Vantage Financial Group Inc
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| CRD # | 105950 |
| SEC # | 801-33485 |
| CIK # | 0001640867, 0001868069 |
| AUM | $793.5 M (2025-03-13) |
| Employees | 61 (34% Investors, 54% Brokers) |
| Phone | 216-642-7878 |
| Address | 6200 Rockside Road Cleveland, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,812 | 326.2 |
| (b) Individuals (high net worth individuals) | 699 | 424.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 8.5 |
| (h) Charitable organizations | 15 | 14.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 20.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,546 | 793.5 |
| By Discretionary | ||
| Discretionary | 2,065 | 639.4 |
| Non-Discretionary | 481 | 154.1 |
| Total | 2,546 | 793.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 793.5 | |
| Total | 2,546 | 793.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001640867] | |
| D | [0001868069] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Vantage Financial Group Inc
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|
OH | 0.8 |
|
Financial Management Strategies Inc
✚
|
OH | 0.6 |
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|
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