$866.9M Total AUM
$713.4M Disc. AUM
11.9% 3Y CAGR
60 Employees
2,631 ADV. Clients
39 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1987
- Office Locations
- 5
Office Locations
1266 E Main St. Suite 700r Stamford CT
210 E Broad Street #201 Bethlehem PA
5800 Monroe ST Building A, Suite 4 Sylvania OH
About Vantage Financial Group, Inc.
Vantage Financial Group, Inc. is a Cleveland-based RIA with 5 offices. The firm has been operating for 39 years. Managing $866.9M in total assets under management, with 22 advisory representatives. They custody assets with Pershing.
Team overview
49 AVG AGE
$39.4M AVG AUM / ADVISOR
$329.5K AVG AUM / CLIENT
14.9 yrs AVG TENURE
60 Employees
22 Advisory Reps
22 RIA Reps
39yrs Firm Age
Insights
Available
Available
Available
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM MATTHEW MCCORMICK
Chief Executive Officer, President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SUZANNE AERNI
Owner, Senior Associate
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 9 owners & executives
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CHAD W AERNI
--
- CRD
- #6347040
Available
Available
Available
COLIN ORMSBY ANDERSON
--
- CRD
- #4939373
Available
Available
Available
Showing 2 of 26 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $713,402,367 | $341,341 |
| Non-Discretionary | $153,454,092 | $356,042 |
| Total | $866,856,459 | $343,854 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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