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CRD#: 334348

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FIRM PROFILE

Assets Under Management:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for VANTAGE EQUITY PARTNERS LLC Comes From

Understanding the Statistics for VANTAGE EQUITY PARTNERS LLC and How They Compare to Other Firms Through Our Analysis

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HNWI
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Breakdown of Assets Under Management
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
270 Madison Ave. Suite 1800, New York, NY 10016
Phone Number
(917) 208-1154
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at VANTAGE EQUITY PARTNERS LLC

Subhrajit Goon
AdvisorCheck Check Mark

Subhrajit Goon

IAR
RR
CRD#: 5214817
Location:
Berkeley Heights, NJ
Company:
AIMCDONNAUGH & CO. INC.
Disclosures:
Experience:
5 years
John Henry Robinson
AdvisorCheck Check Mark

John Henry Robinson

J R Robinson
IAR
RR
CRD#: 1928697
Location:
Honolulu, HI 96813
Company:
J. W. COLE ADVISORS, INC.
Disclosures:
Experience:
37 years
Stacey Stephenson Hyde
AdvisorCheck Check Mark

Stacey Stephenson Hyde

IAR
CRD#: 2656216
CFP®: Certified Financial Planner
Location:
Memphis, TN 38137
Company:
ENVISION FINANCIAL PLANNING, LLC
Disclosures:
Experience:
30 years
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