


Vantage Financial Group Revenue
Investment Management • Independence, Ohio, United States • 51-100 Employees
Vantage Financial Group revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $195,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Key Contact at Vantage Financial Group
Gary Lydrickson
Director Of Business Development
Company overview
| Headquarters | 6200 Rockside Road, Cleveland, Ohio 44131, US |
| Phone number | +18884012980 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investment Planning, Retirement Plans, And Executive Benefits, Insurance & Estate Planning, Flexible Benefit Programs, Group Insurance Brokerage/Consulting, Litigation Settlement Support |
| Founded | 1969 |
| Employees | 51-100 |
| Socials |
Vantage Financial Group Email Formats
Vantage Financial Group uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@vanfin.com), used 74.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@vanfin.com | 74.3% |
{last name}{last name} | doedoe@vanfin.com | 14.3% |
{first name}{last name} | johndoe@vanfin.com | 8.6% |
{first initial}{first initial} | jj@vanfin.com | 2.9% |
About Vantage Financial Group
Vantage Financial Group is an independent financial firm that serves business owners, individuals, and families internationally, offering tailored advice to help them achieve financial freedom and retire on their own terms. We support our clients' common goals with a multifaceted, tight-knit team. Our advisors flourish in a collaborative community dedicated to helping clients live the life they envision. At the core of our approach is a commitment to building long-term relationships, ensuring we are dedicated to our clients' future success and stability for the long haul. Our independence ensures we always have the freedom and flexibility to prioritize our clients' best interests. Free from proprietary products or services, we adapt to changing circumstances to keep you on the right track. Our clients value our unique perspective, helping them navigate the complexities of their financial journey with clarity. They can rely on our highly experienced team for knowledge and insight at every stage of the process. Contact one of our advisors today to learn how we can help you achieve your financial and personal goals. Disclosure: Security and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Vantage Financial Group, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Branch Address 6200 Rockside Road, Cleveland, OH 44131 Phone 216.642.7878
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Vantage Financial Group has 50 employees across 5 departments.
Departments
Number of employees
Funding Data
Vantage Financial Group has never raised funding before.
Vantage Financial Group Tech Stack
Discover the technologies and tools that power Vantage Financial Group's digital infrastructure, from frameworks to analytics platforms.
CDN
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Security
JavaScript libraries
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Miscellaneous
Frequently asked questions
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