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VANTAGE FINANCIAL GROUP, INC.
VANTAGE FINANCIAL GROUP, INC.
CLEVELAND, Ohio
·
21 registered advisors
·
CRD# 105950
SEC# 801-33485
5
216-642-7878
01
Firm Overview
AUM
$720M
Regulatory assets under management
Employees
63
Total firm employees
Advisors
21
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VANTAGE FINANCIAL GROUP, INC.
21 registered advisors
Alan David Ritvo
INDEPENDENCE, Ohio
CRD# 2057098
Autumn Ann Taylor
CLEVELAND, Ohio
CRD# 1702760
Carl Michael Ferrazza
INDEPENDENCE, Ohio
CRD# 1214376
Daniel James Burke
CLEVELAND, Ohio
CRD# 4846118
David J Barna
INDEPENDENCE, Ohio
CRD# 6002204
George Daniel Smith
CLEVELAND, Ohio
CRD# 2427767
George Gyula Szeretvai
CLEVELAND, Ohio
CRD# 441710
Greg Robinson
CLEVELAND, Ohio
CRD# 7536994
James Fredrick Henyey
CLEVELAND, Ohio
CRD# 2009933
Jennifer Lynn Soltis
CLEVELAND, Ohio
CRD# 3143883
Joseph Charles Kean
CLEVELAND, Ohio
CRD# 4501282
Manish B Bhatt
INDEPENDENCE, Ohio
CRD# 2674809
Michael Francis Cleary
CLEVELAND, Ohio
CRD# 1816212
Michael Thomas Bearducci
CLEVELAND, Ohio
CRD# 2445816
Michelle Bearducci
CLEVELAND, Ohio
CRD# 2312846
Peter George Szeretvai
CLEVELAND, Ohio
CRD# 5081909
Steven Daniel Bocan
INDEPENDENCE, Ohio
CRD# 2704032
Suzanne Aerni
CLEVELAND, Ohio
CRD# 5343563
Vincent Michael Berardinelli
CLEVELAND, Ohio
CRD# 5081912
William Matthew Mccormick
CLEVELAND, Ohio
CRD# 2887756
William T Beargie
CLEVELAND, Ohio
CRD# 4903809
05
Office Locations
CLEVELAND, Ohio
16 advisors
INDEPENDENCE, Ohio
5 advisors
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Data sourced from SEC Form ADV filings. VANTAGE FINANCIAL GROUP, INC. (CRD# 105950) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.