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VANTAGE FINANCIAL GROUP

AUBURN, CA · CRD 309675 · IAPD ↗ · 530-906-1948

$118.6MRegulatory AUM
4Advisory reps
4Employees
12Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — VANTAGE FINANCIAL GROUP (AUBURN, CA) is newly SEC-registered with $118.6M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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