V
$67.0M Total AUM
$67.0M Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-19-2016
- Office Locations
- 2
Office Locations
3300 NE 188th Street Unit 918 Aventura FL
-- Miami Beach FL
About Vantage Wealth Management LLC
Vantage Wealth Management LLC is a Aventura-based RIA with 2 offices. The firm has been operating for 10 years. Managing $67.0M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
45 AVG AGE
$33.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ALLAN DANIEL BABAIAN
Chief Executive Officer, President
- CRD
- #4155504
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
RAJ ASHOK RAGHANI
--
- CRD
- #4858036
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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