SEC Form ADV

VANTAGE POINT FINANCIAL, LLC

Firm profile: Vantage Point Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL
$484.6M
Assets Under Management
5
Total Clients
17
Employees
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Registration Details

Accession
crd-305016
Location
LISLE, IL
Filing Date
September 9, 2026
AUM
$484.6M
Total Clients
5
Employees
17
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

VANTAGE POINT FINANCIAL, LLC is a registered investment adviser headquartered in LISLE, IL, managing approximately $484.6M in assets across 5 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.