Quick Links. 763-587-7120. As a result, we do not support personal reviews on the site. It oversees $43 million in total assets among its 228 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Who We Are. At Vantage Point Advisors of Raymond James, we provide private wealth management for people who expect more of themselves and others. Visit Site In addition to working in cooperation with your personal team, Vantage Point Advisors has a robust network of alliances for strategically implementing our business and wealth strategies. Ashley joined Vantage Point Financial in July 2012 as a client services manager. 3030 Warrenville Rd. “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans. It makes me sad to see that in spite of this Internet Era, no one has spoken against VANTAGEPOINT INVESTMENT ADVISERS. Vantagepoint Investment Advisers is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $44,229,162,602 (Form ADV from 2020-09-14). Terms of Use | Disclaimers | Privacy Policy, Attorney/Accountant Authorization Revocation – SRO, Business License Revocation - Other Regulatory Agencies, False Statements or Omissions - Other Regulatory Agencies, Order Entered - Other Regulatory Agencies, Regulation Violations - Other Regulatory Agencies. Vantage Point Investments offers financial advisor services in 1 state: Utah. Checks take place monthly. Compliance Manager. 4 Vantage Point Advisors reviews. Vantage Pointe Planning provides comprehensive financial planning including cash flow & budgeting, investment consulting, estate planning, retirement planning, and insurance analysis to help clients organize, grow and protect their assets. Learn more. Vantage Point Advisors has a reputation for properly scoping and competitively pricing valuation engagements. Vantage Point Advisors Inc has registered with the SEC as an investment adviser. On top of advisory services, the firm doesn't engage in other business activities. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Vantage Point Investments: Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. It makes me sad to see that in spite of this Internet Era, no one has spoken against VANTAGEPOINT INVESTMENT ADVISERS. computer This could be detrimental to a client during down markets. There is nothing ethical about the way things are done at/by VANTAGEPOINT INVESTMENT ADVISERS, and I speak from experience and my long association with VANTAGEPOINT INVESTMENT ADVISERS. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. The firm is a branch office of First Allied Securities, Inc. 763-587-7122. james@vpwealthmgmt.com. All content is posted anonymously by employees working at Vantage Point Advisors. Securities and advisory services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser. We’ve provided among the most personal service available, thus earning a reputation for excellence in our industry. And we’re proud of it. Will FAANG Stocks Continue their Dominant Outperformance? Member FINRA/SIPC. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member. Vantage Investment Partners is an institutional money manager. Or … Vantagepoint Investment Advisers is based out of Washington. Change my mind !! Fixed insurance products and services offered through Vantage Point Financial, LLC, or CES Insurance Agency. 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