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| Vantage Point Financial LLC
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|
|---|---|
| CRD # | 305016 |
| SEC # | 801-122708 |
| CIK # | 0001813563, 0002048892 |
| AUM | $484.6 M (2026-05-22) |
| Employees | 17 (100% Investors, 0% Brokers) |
| Phone | 331-204-6212 |
| Address | 2443 Warrenville Road Lisle, IL 60532 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001813563 0002048892 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.7 | ||
| Nvidia Corp | 5.0 | ||
| Caterpillar Inc | 4.4 | ||
| Amazon Com Inc | 2.4 | ||
| Alphabet Inc | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 413 | 147.3 |
| (b) Individuals (high net worth individuals) | 153 | 337.3 |
| (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 | 1,683 | 484.6 |
| By Discretionary | ||
| Discretionary | 1,535 | 438.5 |
| Non-Discretionary | 148 | 46.1 |
| Total | 1,683 | 484.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 484.3 | |
| Total | 1,683 | 484.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001813563] | |
| 13F-HR | [0002048892] |
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|---|---|---|
|
Ballina Capital LLC
✚
|
0.5 | |
|
The Pines Wealth Management LLC
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|
NC | 0.5 |
|
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CA | 0.5 |
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Graney & King LLC
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NY | 0.5 |
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FL | 0.5 |
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Altman Advisors Inc
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IL | 0.5 |
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USAdvisors Wealth Management LLC
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MN | 0.5 |
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Joyce Wealth Management LLC
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TX | 0.5 |
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van Strum & Towne Inc
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CA | 0.5 |
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Astoria Strategic Wealth Inc
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0.5 |