Vantage Point Financial LLC
● SEC registered since 2021CRD 305016SEC# 801-122708Lisle, IL
Reg. AUM
$484.6M
Employees
17
Accounts
1,683
Location
Lisle, IL
Vantage Point Financial LLC assets under management
Vantage Point Financial LLC is an SEC-registered investment adviser based in Lisle, IL. The firm has been registered since 2021. It reports $484.6 million in regulatory assets under management and employs 17 people.
Vantage Point Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Joseph Reiland Control | Managing Partner And Chief Compliance Officer | 50-75% | 2019 |
| Timothy Martin Kuntz Control | Managing Partner | 50-75% | 2019 |
Frequently asked questions
How much does Vantage Point Financial LLC manage?
Vantage Point Financial LLC reports $484.6 million in regulatory assets under management on its Form ADV.
How many employees does Vantage Point Financial LLC have?
Vantage Point Financial LLC reports 17 employees.
Where is Vantage Point Financial LLC located?
Vantage Point Financial LLC is based in Lisle, IL and has been SEC-registered since 2021.
Does Vantage Point Financial LLC disclose fund performance?
Vantage Point Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2443 Warrenville Road, Suite 630, Lisle, IL 60532 |
| Phone | (331) 204-6212 |
| Office hours | M-Th 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$484.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$484.6Mregulatory AUM
Discretionary $438.5MNon-discretionary $46.1M