VANTAGE FINANCIAL GROUP, INC.

CLEVELAND, Ohio·11 registered advisors·CRD# 105950
SEC# 801-334855216-642-7878
01

Firm Overview

AUM
$720M
Regulatory assets under management
Employees
63
Total firm employees
Advisors
11
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 PlanningInvestment ManagementWealth Management
04

Advisors at VANTAGE FINANCIAL GROUP, INC.

11 registered advisors
Autumn Ann Taylor
CLEVELAND, Ohio
Carl Michael Ferrazza
INDEPENDENCE, Ohio
ChFC
Daniel James Burke
CLEVELAND, Ohio
CFPChFC
George Daniel Smith
CLEVELAND, Ohio
George Gyula Szeretvai
CLEVELAND, Ohio
James Fredrick Henyey
CLEVELAND, Ohio
CFP
Jennifer Lynn Soltis
CLEVELAND, Ohio
Joseph Charles Kean
CLEVELAND, Ohio
Michael Francis Cleary
CLEVELAND, Ohio
CFP
Michael Thomas Bearducci
CLEVELAND, Ohio
Steven Daniel Bocan
INDEPENDENCE, Ohio
05

Office Locations

CLEVELAND, Ohio
9 advisors
INDEPENDENCE, Ohio
2 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.