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Steven Daniel Bocan

VANTAGE FINANCIAL GROUP, INC.·INDEPENDENCE, Ohio
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6200 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 2704032Firm CRD# 105950
01

About

Steven Daniel Bocan is a registered financial advisor based in INDEPENDENCE, 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# 2704032
Firm CRD# 105950
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Daniel Bocan offer?
Steven Daniel Bocan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Steven Daniel Bocan's credentials?
Steven Daniel Bocan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Daniel Bocan located?
Steven Daniel Bocan is based in INDEPENDENCE, Ohio, working with VANTAGE FINANCIAL GROUP, INC.. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Steven Daniel Bocan charge for services?
Steven Daniel Bocan'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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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