Vantage

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

2025 Vantage Retirement Plans Llc, Phoen...

Phone Number

(858) 481-3336

Revenue

$5.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Vantage

Vantage Retirement Plans is a leading Self-Directed IRA company in the United States, specializing in alternative investment custodianship. They offer clients the ability to invest their IRAs in a variety of assets outside the stock market, including real estate, promissory notes, and private entities. With a focus on low fees and easy transactions, Vantage aims to provide individuals with greater control over their retirement investments. Their services cater to a diverse clientele, including investment advisors and sponsors, looking for flexible retirement solutions.Explore more
Vantage's Social MediaPopular SearchesVantageVantage Assurance Group IncSIC Code 62,628NAICS Code 52,523Show more

Vantage Org Chart

JD
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Founder & Chief Executive Officer

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NW
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Chief Operations Officer

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KP
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Reception Concierge and Administrative Assist...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vantage

$5.9M
11-50
Private
<$5M
-
JD
J.P. DahdahFounder & CEO
$5.2M
11-50
Private
-
2012
TD
Taryn DavidAccounts Receivable Specialist
<$5M
11-50
Private
-
2018
CG
Cristian GonzalezVice President, Operations
<$5M
11-50
Private
-
2014
DD
Dipak Dipak JogiaCo-Founder & Managing Partner & Portfolio Manager
<$5M
11-50
Private
-
2003
Pearce Landry, Partner and Chief Investment Officer at Granville Capital
Pearce LandryPartner and Chief Investment Officer
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
2012
DF
Darren FoxFounder & Managing Director
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Vantage is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vantage is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vantage.

Vantage financials insights

Gather financial insights about Vantage, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Vantage's Financials Insights

Vantage Tech Stack

A closer look at the technologies used by Vantage

Top Finance Companies

Frequently Asked Questions Regarding Vantage

What is Vantage's official website?
Vantage's official website is www.vantageiras.com
What is Vantage's Revenue?
Vantage's revenue is $5.9 Million
What is Vantage's SIC code?
Vantage's SIC: 62,628
What is Vantage's NAICS code?
Vantage's NAICS: 52,523
How many employees does Vantage have?
Vantage has 11-50 employees
What industry does Vantage belong to?
Vantage is in the industry of: Finance, Securities Trading
What is Vantage competition?
Vantage top competitors include: M2 Trust Services, Highmore Group Advisors, Freedom Wealth Advisors, Granville Capital
What technology does Vantage use?
Some of the popular technologies that Vantage uses are: goo.gl, DocuSign, Google Remarketing, WordPress.org
How do I contact Vantage?
Vantage contact info: Phone number: (858) 481-3336 Website: www.vantageiras.com
What does Vantage do?

Vantage Retirement Plans is a leading Self-Directed IRA company in the United States, specializing in alternative investment custodianship. They offer clients the ability to invest their IRAs in a variety of assets outside the stock market, including real estate, promissory notes, and private entities. With a focus on low fees and easy transactions... , Vantage aims to provide individuals with greater control over their retirement investments. Their services cater to a diverse clientele, including investment advisors and sponsors, looking for flexible retirement solutions.Read More

What are Vantage social media links?
Vantage Linkedin page Vantage Twitter page Vantage Facebook page
Is Vantage a public company?
Vantage is private company therefore does not currently have an official ticker symbol
See more information about Vantage

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