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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-30-2020
- Office Locations
- 2
Office Locations
About Vantage Financial Group
Vantage Financial Group is a fee-based, fiduciary RIA providing asset management and financial planning, with ongoing guidance through market shifts and life changes. Based in Auburn, CA, the firm emphasizes relationship-driven advice and supports portfolio and individual stock decisions. Custody includes Charles Schwab and Merrill Lynch, and portfolios commonly use public funds and ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JESS RYAN HUDSON
Chief Compliance Officer, Client Service Associate, Financial Advisor, President
- CRD
- #5676030
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARK CHARLES CUNIBERTI
Analyst
- CRD
- #6516052
Karsten Samuel Kaczmar
Investment Advisor
- CRD
- #6809028
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,600,000 | $146,782 |
| Non-Discretionary | $0 | -- |
| Total | $118,600,000 | $146,782 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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