VANTAGE WEALTH of PASADENA, CA is an SEC-registered investment adviser (CRD 111324). Regulatory assets under management: $683.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| James Michael Vandevoorde | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| OSHER ROBERT | CHAIRMAN | — |
| VANDEVOORDE JAMES MICHAEL | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| RIKER KERRIE ANN | VICE PRESIDENT | — |
| VANDEVOORDE JAMES | PRESIDENT | — |
| YOUNG MICHAEL A | SR. VP & DIRECTOR OF RESEARCH | — |
| GRIGG CASEY DONALD | VICE PRESIDENT | — |
| PALLER DAVID ABRAHAM | VICE PRESIDENT | — |
| LOPER JENNIFER LEA | VICE PRESIDENT | — |
| SACHS ALAN MARSHALL | CHIEF INVESTMENT OFFICER | — |
| OSHER ROBERT CHARLES | CHAIRMAN | — |