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William Matthew Mccormick

VANTAGE FINANCIAL GROUP, INC.·CLEVELAND, Ohio
Unclaimed Profile
6200 ROCKSIDE ROAD, CLEVELAND, OH 44131CRD# 2887756Firm CRD# 105950
01

About

William Matthew Mccormick is a registered financial advisor based in CLEVELAND, Ohio, affiliated with VANTAGE FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VANTAGE FINANCIAL GROUP, INC.
VANTAGE FINANCIAL GROUP, INC.
AUM
$720M
Regulatory assets under management
Employees
63
Total firm employees
View all advisors at VANTAGE FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2887756
Firm CRD# 105950
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Matthew Mccormick offer?
William Matthew Mccormick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are William Matthew Mccormick's credentials?
William Matthew Mccormick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Matthew Mccormick located?
William Matthew Mccormick is based in CLEVELAND, Ohio, working with VANTAGE FINANCIAL GROUP, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does William Matthew Mccormick charge for services?
William Matthew Mccormick's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANTAGE FINANCIAL GROUP, INC.?
VANTAGE FINANCIAL GROUP, INC. has approximately 63 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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