|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Vantage Point Financial LLC
✚
|
|
|---|---|
| CRD # | 305016 |
| SEC # | 801-122708 |
| CIK # | 0001813563, 0002048892 |
| AUM | $430.7 M (2025-03-26) |
| Employees | 16 (100% Investors, 0% Brokers) |
| Phone | 331-204-6212 |
| Address | 2443 Warrenville Road Lisle, IL 60532 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.4 | ||
| Nvidia Corp | 3.9 | ||
| Amazon Com Inc | 2.4 | ||
| Caterpillar Inc | 2.4 | ||
| Microsoft Corp | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 404 | 116.2 |
| (b) Individuals (high net worth individuals) | 142 | 314.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,647 | 430.7 |
| By Discretionary | ||
| Discretionary | 1,647 | 430.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,647 | 430.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 430.7 | |
| Total | 1,647 | 430.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001813563] | |
| 13F-HR | [0002048892] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Physicians Financial Services Inc
✚
|
NC | 0.4 |
|
Oneascent Wealth Management LLC
✚
|
AL | 0.4 |
|
MNS Financial Management LLC
✚
|
FL | 0.4 |
|
Trueblood Wealth Management LLC
✚
|
OH | 0.4 |
|
True North Retirement Advisors LLC
✚
|
OR | 0.4 |
|
von Berge Wealth Management Group LLC
✚
|
CA | 0.4 |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.4 |
|
Acorn Wealth Advisors LLC
✚
|
MI | 0.4 |
|
van Strum & Towne Inc
✚
|
CA | 0.4 |
|
Delta Financial Advisors LLC
✚
|
LA | 0.4 |