VANTAGE POINT FINANCIAL LLC
DBA: VANTAGE POINT FINANCIAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $484.6M |
| Discretionary | $438.5M90% of AUM |
| Non-Discretionary | $46.1M |
| Client Accounts | 1,683 |
| Avg Account Size | $288K |
| Employees | 17 |
| Peak AUM | $484.6MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $485M | +12.5% | +39.9% | +34.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $484.6M |
| Discretionary | $438.5M |
| Employees | 17 |
| Client Accounts | 1683 |
| Client Range | 1-10 |
Contact & Location
Address
2443 WARRENVILLE ROAD
LISLE IL 60532
Phone
(331) 204-6212
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$438M
90.5% of AUM
Non-Discretionary
$46M
9.5% of AUM
Disc. mix ▼ 9.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserInsurance CompanyPension Consultant