VANTAGE POINT MANAGEMENT, INC.

RIASEC Registered

Total AUM

$33.4M

Discretionary

$33.4M

100% of AUM

Avg account

$375K

Accounts

Employees

Advisory reps

Firm details

Headquarters: NORTH OGDEN, Utah
CRD number: 287757
Website: www.vpmria.com
Custodians: ADVISOR TRUST, GOLDMAN SACHS CUSTODY SOLUTIONS, MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Pension & Profit Sharing Plans56.46%
Individuals27.3%
HNWI16.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vantage Point Management, Inc. is an independent, individually owned registered investment adviser that serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. The firm charges fees based on a percentage of assets under management and may also bill hourly for certain services. It is not structured as a capital allocator, does not market itself as an active ESG investor, and is not a multi-state or newly formed adviser. The firm lists an industry affiliation with CPO/CTA activity.