Investment adviser · CRD 126844
VANTAGE ADVISORS, LLC
Investment adviser filing (IA)
· Form ADV filed May 4, 2021
- Regulatory AUM
- $19.7M Form ADV · Item 5.F
- Client accounts
- 263 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 263 | $19,737,061 | 100.0% |
Filing source
Form ADV 1526643 · May 4, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 4, 2021. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets
Principal office
CRD 126844
Filing source
Form ADV 1526643 · May 4, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.