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VANTAGE POINT INVESTMENTS, INC.

CRD 156887

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$40.1M

Discretionary AUM

$40.1M

Team

3 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL-BASED COMPENSATION

Org form

Corporation

Filing date

2026-05-06

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals195$27.0M
High net worth individuals12$13.1M

All web addresses on file

Official SEC filing: View on IAPD