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Vantage Financial Group, Inc.

● SEC registered since 1988CRD 105950SEC# 801-33485Cleveland, OH
Export (members)
Reg. AUM
$720.3M
Employees
63
Accounts
2,461
Location
Cleveland, OH

Vantage Financial Group, Inc. assets under management

Vantage Financial Group, Inc. operates as an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 1988. It reports $720.3 million in regulatory assets under management and employs 63 people.
www.vanfin.comView on SEC.gov ↗

Vantage Financial Group, Inc. owners & executives

10 reported
NameTitleOwnershipSince
George Daniel SmithOwner5-10%2016
Greg RobinsonCfoUnder 5%2020
Jennifer Lynn Soltis ControlChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Vantage Financial Group, Inc. manage?

Vantage Financial Group, Inc. reports $720.3 million in regulatory assets under management on its Form ADV.

How many employees does Vantage Financial Group, Inc. have?

Vantage Financial Group, Inc. reports 63 employees.

Where is Vantage Financial Group, Inc. located?

Vantage Financial Group, Inc. is based in Cleveland, OH and has been SEC-registered since 1988.

Does Vantage Financial Group, Inc. disclose fund performance?

Vantage Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6200 Rockside Road, Cleveland, OH 44131
Phone216-642-7878
Fax216-642-8042
Office hours8:15 a.m. - 4:45 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$580.5M
Non-discretionary$139.7M
Total (RAUM)$720.3M