|
⚲
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| Vantage Point Financial LLC
✚
| |
|---|---|
| CRD # | 305016 |
| SEC # | 801-122708 |
| CIK # | 0001813563 |
| AUM | $237.9 MM (2024-03-18) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 331-204-6212 |
| Address | 3030 Warrenville Road Lisle, IL 60532 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 86.7 |
| (b) Individuals (high net worth individuals) | 108 | 151.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,233 | 237.9 |
| By Discretionary | ||
| Discretionary | 1,201 | 235.2 |
| Non-Discretionary | 32 | 2.7 |
| Total | 1,233 | 237.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.9 | |
| Total | 1,233 | 237.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001813563] |
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