Vantage Wealth Management, LLC
Financial Services
United States
13 employees
- Employees
- 13
Vantage Wealth Management, LLC Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- vantagewealthmgmt.com
- Industry
- Financial Services
- Employees
- 13
- Founded
- 2007
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Vantage Wealth Management, LLC
Vantage Wealth Management, LLC, an independent financial management firm, oversees the financial affairs for a select group of San Francisco Bay Area clients with offices in San Mateo and San Jose, CA. Vantage Wealth Management, LLC is registered as an investment advisor with the SEC.
Vantage Wealth Management, LLC Contact Details
- People in AeroLeads
- 2
Vantage Wealth Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| John D. Lee, Cfp® | Managing Partner, Financial Advisor at Vantage Wealth Management, Llc |
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|
|
| Mitone M. Griffiths, Cfp® | I Help You Find Clarity and Confidence in Your Finances. |
View
|
Employees by Management Level
Individual contributor
6 profiles
Director
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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