VANTAGE POINT ADVISORS INC.
CRD #109866 SEC #801-21231 LOWER GWYNEDD, PA 215-643-5600
SEC Registered
Total AUM
$159.6M
Discretionary
$143.7M
Employees
10
Clients
101
Accounts
581
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 6, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GLATT, JANIE, BETH | I | CORPORATE SECRETARY | NA | |
| GLATT, JANIE, BETH | I | CORPORATE SECRETARY | NA | |
| GLATT, JANIE, BETH | I | CORPORATE SECRETARY | NA | |
| GLATT, JANIE, BETH | I | SECRETARY | NA | |
| GLATT, JANIE, BETH | I | CORPORATE SECRETARY | NA | |
| GLATT, JANIE, BETH | I | SECRETARY | NA | |
| GLATT, JANIE, BETH | I | CORPORATE SECRETARY | NA | |
| GLATT, JANIE, BETH | I | SECRETARY | NA | |
| SIMAN, TERRY, JAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SIMAN, TERRY, JAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SIMAN, TERRY, JAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SIMAN, TERRY, JAY | I | PRESIDENT | E | Control |
| SIMAN, TERRY, JAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SIMAN, TERRY, JAY | I | PRESIDENT | E | Control |
| SIMAN, TERRY, JAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SIMAN, TERRY, JAY | I | PRESIDENT | E | Control |
Registrations
Federal
IA
May 6, 2010 REGISTERED
Notice Filings (5)
DE FL HI NJ PA
Address
1029 N. BETHLEHEM PIKELOWER GWYNEDD, PA 19002
United States
Phone: 215-643-5600