Mark
Finn

Vantage Consulting Group Inc

CRD#1710971
Investment Advisor
in Virginia Beach, VA

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About this Advisor

Mark Finn is a financial advisor based in Virginia Beach, Virginia, working with Vantage Consulting Group Inc. Mark has previously held a position at Vantage Consulting Group Inc and is registered to provide services in Virginia. Currently, Mark is part of Vantage Consulting Group Inc, which operates out of Virginia Beach, Virginia. The firm has 16 employees and manages assets totaling $468.7 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Vantage Consulting Group Inc includes asset-based, fixed, performance-based, and other fees.

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

3500 Pacific Avenue
Virginia Beach, VA 23451

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Vantage Consulting Group Inc Brokerage Details

Total Assets Under Management

$468,661,197

VA Average: $1,835,309,194
Total Number of Employees

16

VA Average: 32
Total Number of Accounts

15

VA Average: 1,458
Average Account Size

$31,244,080

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Mark Finn Work History

1985 - Present (39 years)

Vantage Consulting Group Inc

Disclosures

Please visit the SEC profile of Mark Finn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vantage Consulting Group Inc

John Dessouki
Virginia Beach, VA
David Schippers
Virginia Beach, VA
Sanjeev Mudumba
Virginia Beach, VA
Jonathan Finn
Virginia Beach, VA
Ruth Cole
Virginia Beach, VA
Eloise Chandler
Virginia Beach, VA
James Wolfe
Virginia Beach, VA
Mark Finn
Virginia Beach, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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