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Vantage Wealth Management LLC

Headquartered in AVENTURA, FL

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Firm Information

Vantage Wealth Management LLC is an investment advisory firm based in with 2 investment adviser representatives. The firm manages $51,000,000 in discretionary assets for 47 clients, primarily high-net-worth individuals and corporations. They specialize in portfolio management for individuals.

Vantage Wealth Management LLC

$51.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

VANTAGE WEALTH MANAGEMENT LLC has a total of 2 branch locations across the country.
location

Clifton, NJ

location

AVENTURA, FL

Advisors at Vantage Wealth Management LLC

View All 1 Advisors
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John Malindretos

RA

Clifton, NJ

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Allan Daniel Babaian

RA

AVENTURA, FL

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Disclosures

There are no public disclosures for Vantage Wealth Management LLC.

Frequently Asked Questions (7)

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