SEC Form ADV

VANTAGE FINANCIAL GROUP

Registered Investment AdviserCA
$118.6M
Assets Under Management
808
Total Clients
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Registration Details

Accession
CRD-309675
Location
AUBURN, CA
Filing Date
May 15, 2026
AUM
$118.6M
Total Clients
808
Amendment
No

About this Adviser

VANTAGE FINANCIAL GROUP is a registered investment adviser headquartered in AUBURN, CA, managing approximately $118.6M in assets across 808 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.