Vantage Financial Group

  • Investment Bank/Securities Brokerage
  • Cleveland OH
  • 79 employees
  • Investment Management
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Company Overview

Headquarters
6200 Rockside Road, Cleveland OH
Website
vanfin.com
Phone
(216) 642-7878
Employees
79
Founded in
1969
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 524 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 5242 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$17B

Total Funding Amount

$350,000M

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Who is Vantage Financial Group

Vantage Financial Group, Inc. is a financial services company based in Cleveland, Ohio. The company employs 79 people and generates $16.7 million in annual revenue. Vantage Financial Group provides a wide range of financial services, including insurance, investment counseling, estate planning, and tax strategies. Their services cater to businesses, professionals, and key executives. By offering a diverse selection of financial service providers, Vantage Financial Group aims to offer clients a comprehensive and tailored approach to their financial needs. The company distinguishes itself through its multidisciplinary team of associates, each specializing in a particular field. This structure allows Vantage Financial Group to provide clients with objective and comprehensive advice, drawing on diverse perspectives to formulate personalized financial plans. Stability and continuity are also emphasized as key values within the company. Vantage Financial Group can be reached at their office located at 6200 Rockside Road, Cleveland, OH 44131. Their phone number is 216.642.7878.

Company Leadership

Jeffrey Knox

Managing Partner

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Vantage Financial Group Industry Tags

Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Vantage Financial Group Tech Stack

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Twitter
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Companies Similar to Vantage Financial Group

Analyze industry trends and opportunities by examining competitors and companies comparable to Vantage Financial Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
17M 162 Radnor, PA 1979
17M 22 Reno, NV 1987
16M 49 Fort Wayne, IN 2006
16M 44 New York, NY 2011
16M 8 Baltimore, MD 1969
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FAQ

What is the location of Vantage Financial Group's headquarters?
The headquarters of Vantage Financial Group are situated at 6200 Rockside Road, Cleveland OH
What is Vantage Financial Group's phone number?
Vantage Financial Group's contact number is (216) 642-7878.
What is Vantage Financial Group's official website?
The official website of Vantage Financial Group can be found at vanfin.com.
What is Vantage Financial Group's current revenue?
As of October 2020, Vantage Financial Group's annual revenue reached $17B.
How many employees does Vantage Financial Group currently have?
Vantage Financial Group employs approximately 79+ people as of October 2020
Which industries is Vantage Financial Group primarily operating in?
Vantage Financial Group operates in the following industries: Investment Management
Who is the Managing Partner of Vantage Financial Group?
Vantage Financial Group's Managing Partner is Jeffrey Knox
What are Vantage Financial Group's industry tags?
Vantage Financial Group's industry tags include: Investment Bank/Securities Brokerage, Management Investment, Open-ended
What is Vantage Financial Group's total funding to date?
Vantage Financial Group has secured $350,000M as of October 2020
When was Vantage Financial Group founded?
Vantage Financial Group was founded in 1969.

Employee Directory

Key Employees

William McCormick

President & CEO

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Kurt Camden

Principal | Financial Advisor

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Frank Miotke

Principal / Employee Benefit Consultant

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Gary Lydrickson

Director of Business Development

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Kathleen Batenchuk

Customer Service Representative/Claims Processor

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