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- Custodian
- Folio Investments ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2013
- Office Locations
- 2
Office Locations
About Vantage Point Investments, Inc.
Vantage Point Investments, Inc. is a Utah-based RIA providing financial planning, discretionary asset management, and insurance services for retail clients, including entrepreneurs. The firm builds tailored plans and implements portfolios using a mix of ETFs and public funds, with ongoing monitoring of managers and investment costs. Client assets are held at third-party custodians (e.g., Folio Investments).
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALICIA ANN HANSEN
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
ROBERT FRANKLIN HANSEN
Chief Compliance Officer, Owner, President
- CRD
- #3072326
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MATTHEW C HESS
--
- CRD
- #5428376
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,143,570 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,143,570 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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