← Tributary

VANTAGE ADVISORS, LLC

· CRD 126844 · IAPD ↗ · 317-590-4404

$19.7MRegulatory AUM
1Advisory reps
1Employees
263Clients
0Planning clients
0Private funds
0States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
November 2024 — VANTAGE ADVISORS, LLC (location n/a) left the SEC roster (was $19.7M RAUM, 1 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.