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 AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vantage Point Financial, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm serves individual and family clients and describes itself as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Its fee model includes asset-based fees, hourly charges, and fixed-fee engagements. Vantage Point reports it is not an active ESG investor and is not registered as a multi-state adviser despite operating multiple offices.
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 16
Lucas Mroz
Financial AdvisorCRD 5725399
Patrick May
Investment AdvisorCRD 5127587
Cheryl Krueger
Financial PlannerCRD 5349170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 141Active vs passive
$295M in ETFs
23%
$67.6M
67%
$228M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $45.9M | 1,035,049 | 15.56% |
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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