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VANTAGE WEALTH MANAGEMENT, LLC
VANTAGE WEALTH MANAGEMENT, LLC
SAN MATEO, California
·
9 registered advisors
·
CRD# 152374
SEC# 801-70921
0
650-638-9600
01
Firm Overview
AUM
$607M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VANTAGE WEALTH MANAGEMENT, LLC
9 registered advisors
Aaron Michael Agte
SAN MATEO, California
CRD# 5041214
Brandy Michele Martinez Navarro
SAN MATEO, California
CRD# 4430790
Christopher John Thomas
SAN MATEO, California
CRD# 4306408
David Val Fernelius
SAN MATEO, California
CRD# 2006559
John D Lee
SAN MATEO, California
CRD# 5204771
Mitone Mendezona Griffiths
SAN MATEO, California
CRD# 5433952
Robert Frankland Stafford
SAN MATEO, California
CRD# 4671748
Sarah Marie Kardavani
SAN MATEO, California
CRD# 6350499
Tom O'brien
SAN MATEO, California
CRD# 5529111
05
Office Locations
SAN MATEO, California
9 advisors
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Data sourced from SEC Form ADV filings. VANTAGE WEALTH MANAGEMENT, LLC (CRD# 152374) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.