763-587-7122. jon@vpwealthmgmt.com. Welcome to Vantage Point Wealth Management . Vantage Point Wealth Management consists of Independent Wealth Management Advisors who are looking to break away from the pressures of large firms and embrace an independent culture. 4 Vantage Point Advisors reviews. At Vantage Point Advisors of Raymond James, we provide private wealth management for people who expect more of themselves and others. All content is posted anonymously by employees working at Vantage Point Advisors. Vantagepoint Investment Advisers is honored to have partnered with DCALTA and IPC in sponsoring this research paper. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Checks take place monthly. Change my mind !! Will FAANG Stocks Continue their Dominant Outperformance? The firm is a branch office of First Allied Securities, Inc. We’ve grown the company with positive client references and consistent referrals. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc..Registered phone: 616-534-9623. Vantage Investment Partners is an institutional money manager. Vantagepoint Investment Advisers Llc added to a holding in ISHARES TRUST by 21.57%. Information coming soon. You have worked hard to accomplish what you have. The most important part of our partnerships is building a plan that meets all of your goals and dreams. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. The purchase prices were between $310.4 and $357.62, with an estimated average price of $331.43. Welcome to Vantage Point Financial Services, LLC. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. Let us work hand in hand with you to accomplish even more. Search ⚲ Hello; Updating data right now, sorry for slow speeds, thanks for using AUM 13F! Investing in futures and options involves substantial risk and may not be suitable for all investors. 763-587-7122. james@vpwealthmgmt.com. Schedule Your Call. 763-587-7122. jon@vpwealthmgmt.com. Office: 331.204.6209. Vantage Point Investments, Inc.,  a Registered Investment Adviser, offers Investment Advisory Services. Vantage Point Management manages $9.1 million and provides investment advisory services for 54 clients (1:54 advisor/client ratio). After checking the regulatory records of Vantage Point Investments, our system has identified the following question(s) to ask. > Learn More About What We Do. Vantage Point Advisors is an independent business valuation firm with offices in San Diego, Los Angeles, New York, Portland, Seattle, and Dallas-Fort Worth. 4 Vantage Point Advisors reviews. In total, Vantage Point Investments manages $22,480,000 in assets. Vantagepoint Investment Advisers 13F annual report Vantagepoint Investment Advisers is an investment fund managing more than $519 million ran by Gustave Pollak. The information contained in this webpage does not constitute financial, investment, legal, accounting, tax or other professional advice or a solicitation for investment in Vantage Point’s funds, nor does it constitute an offer for sale of interests issued by funds that are managed or advised by Vantage Point. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Change my mind !! Vantage Point Investments has to tools, talent and resources to add to your financial success. *SEC data last verified 12/10/2020. 763-587-7120. Once you've decided where you'd like to be, your advisor will work to make a realistic plan tailor-made for you. That is why we believe in the importance of saying what we mean and following through on what we say. In addition to working in cooperation with your personal team, Vantage Point Advisors has a robust network of alliances for strategically implementing our business and wealth strategies. 3030 Warrenville Rd. Of its 228 accounts, just 12% are held by high-net-worth individuals who have at least $1 million in assets. At VPI we have experience, tools and talents to build a unique financial plan tailored to your personal needs. A comprehensive financial plan that is designed to fit your life. Who We Are. At our firm we believe that you the client bring as much talent to the table as we do. computer James Erdmann . VANTAGEPOINT INVESTMENT ADVISERS is a Scam. Passing Shots Blog. > Learn More About What We Do. Vantage Pointe Planning provides comprehensive financial planning including cash flow & budgeting, investment consulting, estate planning, retirement planning, and insurance analysis to help clients organize, grow and protect their assets. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. December 4th, 2020. FINRA/SIPC. Change my mind !! Glassdoor gives you an inside look at what it's like to work at Vantage Point Advisors, including salaries, reviews, office photos, and more. Lisle, IL 60532. info@vptfinancial.com. Vantage Point Wealth Management. In addition to planning and managing assets, VPI offers a full range of insurance products to protect assets, cover long term care needs and provide death benefits to protect your family. At Vantage Point Investments we have the talent, tools and resources to provide you with insight to make the right decisions for your financial future. At Vantage Point Advisors of Raymond James, we provide private wealth management for people who expect more of themselves and others. Compliance Manager. Learn more. Home | Sign Up | Log In. Certain information provided in this description is obtained from the Form ADV filing. The business id is 818669. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. VANTAGEPOINT INVESTMENT ADVISERS is a Scam. Financial Planning Asset Management Insurance Services. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. A Registered Investment Adviser’s Form ADV must be amended promptly throughout the year with material changes and no less than once annually, within 90 days of the Adviser’s fiscal year end. The purchase prices were between $310.4 and $357.62, with an estimated average price of $331.43. Investment Advisor Phone: 616-419-3137 Email. We make clients happy. It oversees $43 million in total assets among its 228 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Vantage Point Trading Software, a product that company salespersons claim is 86% accurate at predicting prices 1-3 days into the future. Vantage Point Investments, Inc. (“VPI”) filed this Form ADV 2A Brochure with the Utah Division of Securities on March 30, Retirement ; Investment; Estate; Insurance; Tax; Money; Lifestyle; All Articles; All Videos; All Calculators; All Presentations; Check the background of your financial professional on FINRA's BrokerCheck. VANTAGEPOINT INVESTMENT ADVISERS, LLC is a business legal entity registered in compliance with the national legislation of the State of Connecticut under the legal form of Foreign Limited Liability Company. In the past fiscal year, Vantage Point Financial, LLC provided financial planning services to 11-25 of its accounts. Or … Suite 419. A free inside look at company reviews and salaries posted anonymously by employees. VANTAGEPOINT INVESTMENT ADVISERS is a Scam. Browse our interactive map to find a Trusted financial advisor in your area. There is nothing ethical about the way things are done at/by VANTAGEPOINT INVESTMENT ADVISERS, and I speak from experience and my long association with VANTAGEPOINT INVESTMENT ADVISERS. Suite 419. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Vantage Point Advisors has a reputation for properly scoping and competitively pricing valuation engagements. 801-358-0441 This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. Who We Are. We are not limited to this state, as we will register with other states when our client count in any particular state meets registration requirements. Welcome to Vantage Point Wealth Management . The information contained in this webpage does not constitute financial, investment, legal, accounting, tax or other professional advice or a solicitation for investment in Vantage Point’s funds, nor does it constitute an offer for sale of interests issued by funds that are managed or advised by Vantage Point. Vantage Point Advisors Inc has registered with the SEC as an investment adviser. Vantagepoint Investment Advisers is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $44,229,162,602 (Form ADV from 2020-09-14). VantagePoint Investment Advisers LLC - Assets, Funds, Holdings. Jon Otterness . For data support, email "support@investor.com". Office: 331.204.6209. Vantagepoint Investment Advisers: assets under management . Quick Links. In addition to working in cooperation with your personal team, Vantage Point Advisors has a robust network of alliances for strategically implementing our business and wealth strategies. Vantage Point is dedicated to expressing the investment approach and views of Fifth Set Investment Advisors. I know you’re facing new questions and making decisions that are new to you; I’d love to help you along your journey. Trusted advisory firms must meet our strict regulatory requirements. The Vantage Point Wealth Management offers a comprehensive turnkey platform that allows financial advisor to work with their clients the way they want and give the advice they truly desire. Established in 2017, Vantage Point Asset Management is a leading asset management firm providing investment management, risk management, private credit and hedging solutions to institutional and accredited investors. A Vantage Point Advisors approach to retirement planning starts by working with a financial advisor to identify your retirement goals and dreams. 763-587-7120. Vantage Point Advisors deliver solutions for people who want to thrive in retirement. We also constantly monitor the practices and results of all money managers and investments companies to ensure we offer our clients up-to-date and cost effective investment vehicles. This could be detrimental to a client during down markets. Vantage Point Investments has marked in their disclosures that they trade recommended securities. Vantage Point Management, registered in 2017, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Vantage Point Financial LLC. Ashley joined Vantage Point Financial in July 2012 as a client services manager. Print Report, Is this your firm? Since 2002 Jon has been … We are active in our professional community and at the forefront of best practices and standards. Personalized Planning. Terms of Use | Disclaimers | Privacy Policy, Attorney/Accountant Authorization Revocation – SRO, Business License Revocation - Other Regulatory Agencies, False Statements or Omissions - Other Regulatory Agencies, Order Entered - Other Regulatory Agencies, Regulation Violations - Other Regulatory Agencies. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. ICMA-RC’s wholly-owned subsidiary, Vantagepoint Investment Advisers, LLC (VIA), provides investment advisory and management services to VTC with respect to the Vantagepoint Funds and VT III Funds. Schedule Your Call. She is responsible for the full range of daily activities that keep a busy Boston office and financial planning practice running smoothly. Read more. Vantage Investment Advisors 2017 Q4 filed Jan. 24, 2018 Vantage Investment Advisors 2017 Q3 filed Nov. 13, 2017 Vantage Investment Advisors 2017 Q2 filed Aug. 10, 2017 Vantage Investment Advisors 2017 Q1 filed May 12, 2017 Vantage Investment Advisors 2016 Q4 filed Feb. 13, 2017 Headquarters in Lisle, Illinois has Registered with the goal of assisting our clients every... Consistent referrals 310.4 and $ 357.62, with an insurance company or Agency a office! We ’ ve grown the company with positive client references and consistent referrals financial. Price of $ 331.43 cooking, '' there are no warranties implied, as results! 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