LP Profile

Vantage Financial Group

Also known as vantage financial

Wealth ManagerCleveland, United StatesFounded 1969
Cleveland
Headquarters
Investment Focus

About Vantage Financial Group

Vantage Financial Group is a wealth manager based in Cleveland, US. Founded in 1969.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Vantage Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$118.6M
Total Clients
808
Filing Date
May 15, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Vantage Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Vantage Financial Group?

Vantage Financial Group is a wealth manager based in Cleveland, United States.

Where is Vantage Financial Group headquartered?

Vantage Financial Group is headquartered in Cleveland, United States.

When was Vantage Financial Group founded?

Vantage Financial Group was founded in 1969.

How can I contact Vantage Financial Group?

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