VANTAGE POINT FINANCIAL LLC
Legal name: VANTAGE POINT FINANCIAL, LLC
CRD #305016 SEC #801-122708 LISLE, IL (331) 204-6212
SEC Registered
Total AUM
$430.7M
Discretionary
$430.7M
Employees
16
Clients
10
Accounts
1,647
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $430.7M | $430.7M | $0 | 16 | 5 |
| Nov 2024 | $237.9M | $235.2M | $2.7M | 9 | 5 |
| Apr 2024 | $237.9M | $235.2M | $2.7M | 9 | 5 |
| Apr 2024 | $237.9M | $235.2M | $2.7M | 9 | 5 |
| Mar 2024 | $237.9M | $235.2M | $2.7M | 9 | 5 |
| Nov 2023 | $181.8M | $181.8M | $0 | 15 | 5 |
| Nov 2023 | $181.8M | $181.8M | $0 | 15 | 5 |
| Aug 2023 | $181.8M | $181.8M | $0 | 15 | 5 |
| Jul 2023 | $181.8M | $181.8M | $0 | 15 | 5 |
| Jun 2023 | $181.8M | $181.8M | $0 | 15 | 5 |
| Apr 2023 | $181.8M | $181.8M | $0 | 15 | 5 |
| Mar 2023 | $181.8M | $181.8M | $0 | 15 | 5 |
| Aug 2022 | $147M | $147M | $0 | 10 | 75 |
| Apr 2022 | $147M | $147M | $0 | 10 | 75 |
| Mar 2022 | $147M | $147M | $0 | 10 | 75 |
| Jan 2022 | $123.6M | $123.6M | $0 | 6 | 72 |
| Oct 2021 | $123.6M | $123.6M | $0 | 6 | 72 |
DateMar 2025
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$0
Employees16
Clients5
DateNov 2024
Total AUM$237.9M
Discretionary$235.2M
Non-Disc.$2.7M
Employees9
Clients5
DateApr 2024
Total AUM$237.9M
Discretionary$235.2M
Non-Disc.$2.7M
Employees9
Clients5
DateApr 2024
Total AUM$237.9M
Discretionary$235.2M
Non-Disc.$2.7M
Employees9
Clients5
DateMar 2024
Total AUM$237.9M
Discretionary$235.2M
Non-Disc.$2.7M
Employees9
Clients5
DateNov 2023
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees15
Clients5
DateNov 2023
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees15
Clients5
DateAug 2023
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees15
Clients5
DateJul 2023
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees15
Clients5
DateJun 2023
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees15
Clients5
DateApr 2023
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees15
Clients5
DateMar 2023
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees15
Clients5
DateAug 2022
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees10
Clients75
DateApr 2022
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees10
Clients75
DateMar 2022
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees10
Clients75
DateJan 2022
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees6
Clients72
DateOct 2021
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees6
Clients72