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 operating with an individual owner. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It charges a mix of fee types—percentage of assets under management, hourly fees, and fixed fees—and acts as a capital allocator, placing client capital with third‑party managers when appropriate. Vantage Point does not identify as an active ESG investor.
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 17
Shea 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 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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