VANTAGE POINT INVESTMENTS, INC.

VANTAGE POINT INVESTMENTS, INC. is an SEC-registered investment adviser (CRD 156887). Regulatory assets under management: $40.1M.

Registration

• CRD: 156887
• Type: Registered investment adviser
• Phone: 801-358-0441
• Latest filing: 2026-05-06
• Regulatory AUM: $40.1M
• Discretionary AUM: $40.1M
• Clients: 3
• Accounts: 207

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156887 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search