Investment adviser · CRD 131989
VANTAGE POINT ADVISORS, LLC
Investment adviser filing (IA)
SALT LAKE CITY, UT, United States · Form ADV filed Oct 25, 2012
- Regulatory AUM
- $39.7M Form ADV · Item 5.F
- Client accounts
- 113 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Oct 25, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
308 EAST 4500 SOUTH, SUITE 285SALT LAKE CITY, UT, 84107, United States
CRD 131989
Filing source
Form ADV 676798 · Oct 25, 2012 · 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.