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VANTAGE FINANCIAL PARTNERS LIMITED

ARLINGTON HEIGHTS, IL · CRD 123351 · IAPD ↗ · 847-590-9191

$572.4MRegulatory AUM
9Advisory reps
15Employees
13Clients
11-25Planning clients
0Private funds
9States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — VANTAGE FINANCIAL PARTNERS LIMITED (ARLINGTON HEIGHTS, IL) left the SEC roster (was $572.4M RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.