Vantage Point Financial, LLC
Vantage Point Financial, LLC is an SEC-registered mass-market adviser in Lisle, IL with $484.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Vantage Point Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305016, SEC 801-122708, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $484.6M (2026-05-22)
- Firm type
- Mass-Market Adviser
- Location
- Lisle, IL
- Employees
- 17
- Clients
- 566
- CRD
- 305016
- Ownership
- REILAND, NICHOLAS JOSEPH; KUNTZ, TIMOTHY MARTIN
How much AUM does Vantage Point Financial, LLC have?
Vantage Point Financial, LLC reported $484.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Vantage Point Financial, LLC?
Disclosed owners and executives of Vantage Point Financial, LLC include REILAND, NICHOLAS JOSEPH, KUNTZ, TIMOTHY MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.