VANTAGE POINT FINANCIAL, LLC
Firm details
- Headquarters
- LISLE, Illinois
- CRD number
- 305016
- Registered since
- November 17, 2021
- Website
- vantagepoint-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.6%
- Individuals30.4%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Vantage Point Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. Ownership is held by an individual and the firm serves primarily individual and family clients. It operates as a capital allocator—selecting and allocating to external managers in addition to providing its own advisory services. Client billing includes AUM-based fees alongside hourly and fixed-fee arrangements. Core advisory services listed on the firm’s ADV are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm does not identify itself as an active ESG investor. Industry relationships flagged on the filing include affiliations with another investment adviser, an accounting firm, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds15%
- Private Funds4%
- Cash & Cash Equivalents3%
- Other1%
Contacts
3 of 16SHEA BROWN
Client Service SpecialistCRD 8073525
NICHOLAS REILAND
Managing PartnerCRD 4340772
Andrew Kristofic
Financial AdvisorCRD 7839214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$259M in ETFs
24%
$62.2M
67%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $39M | 1,002,720 | 15.04% |
Location
LISLE, IL
DU PAGE
Location
LISLE, IL
Headquartered in LISLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 2443 Warrenville Rd
- Time zone
- CT (UTC-6)
- Office locations
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