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VANTAGE FINANCIAL PARTNERS LIMITED
VANTAGE FINANCIAL PARTNERS LIMITED
ARLINGTON HEIGHTS, Illinois
·
3 registered advisors
·
CRD# 123351
SEC# 801-69709
0
847-590-9191
01
Firm Overview
AUM
$572M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at VANTAGE FINANCIAL PARTNERS LIMITED
3 registered advisors
Daniel E Zalipski
ARLINGTON HEIGHTS, Illinois
CRD# 5503645
Kimberly Rae Taylor
ARLINGTON HEIGHTS, Illinois
CRD# 5131755
Michael Richard Rohrwasser
ARLINGTON HEIGHTS, Illinois
CRD# 1131231
05
Office Locations
ARLINGTON HEIGHTS, Illinois
3 advisors
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Data sourced from SEC Form ADV filings. VANTAGE FINANCIAL PARTNERS LIMITED (CRD# 123351) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.