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Vantage Point Financial LLC

● SEC registered since 2021CRD 305016SEC# 801-122708Lisle, IL
Export (members)
Reg. AUM
$430.7M
Employees
16
Accounts
1,647
Location
Lisle, IL

Vantage Point Financial LLC assets under management

Vantage Point Financial LLC is an SEC-registered investment adviser based in Lisle, IL. The firm has been registered since 2021. It reports $430.7 million in regulatory assets under management and employs 16 people.
www.linkedin.com/company/vpfinancialView on SEC.gov ↗

Vantage Point Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Nicholas Joseph Reiland ControlManaging Partner And Chief Compliance Officer50-75%2019
Timothy Martin Kuntz ControlManaging Partner50-75%2019

Frequently asked questions

How much does Vantage Point Financial LLC manage?

Vantage Point Financial LLC reports $430.7 million in regulatory assets under management on its Form ADV.

How many employees does Vantage Point Financial LLC have?

Vantage Point Financial LLC reports 16 employees.

Where is Vantage Point Financial LLC located?

Vantage Point Financial LLC is based in Lisle, IL and has been SEC-registered since 2021.

Does Vantage Point Financial LLC disclose fund performance?

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

Contact & registration

Address2443 Warrenville Road, Suite 630, Lisle, IL 60532
Phone(331) 204-6212
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$430.7M
Non-discretionary$0
Total (RAUM)$430.7M