RIA Intel›Advisers›Illinois›VANTAGE POINT FINANCIAL LLC

VANTAGE POINT FINANCIAL LLC

Advisory

N·LISLE, IL

Data as of Jan 16, 2026 · Source: SEC Form ADV

Total AUM
$431M
1-Year AUM Growth
+81.0%
3-Year CAGR
+42.3%
Employees
16
Assets Under Management
Total AUM$431M
Discretionary AUM$431M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients546
Team
Total Employees16
Investment Advisers16
Employee Growth (1Y)+12.5%
Filing History
Total Filings on Record17
First FilingOct 18, 2021
Latest FilingJan 16, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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