Unclaimed
Sanjeev Sagar Mudumba is an investment advisor representative with Vantage Consulting Group Inc. Sanjeev has been with the firm since June 2005 and is registered with the state of Virginia. Sanjeev is also a Chartered Financial Analyst. The firm provides financial planning and portfolio management services to a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles. They provide other services, including portfolio management for businesses, pension consulting, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Vcgi may also provide advice to endowments, ltd partnerships, advice/trading/acctg to pooled investments/and signal strategy
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Agreed upon rate for special projects
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VA
12/11/2015 - Present
Vantage Consulting Group Inc. (VIRGINIA BEACH VA)
Active
Inactive
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