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Michael Dee Minnoch

Vantage Point Management, Inc.

North Ogden, UT

CRD 4362604

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Employer firm

Vantage Point Management, Inc. CRD 287757

$33.4M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTATION SERVICES, BACK-OFFICE SERVICES FOR UNAFFILIATED INVESTMENT ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Vantage Point Management, Inc.

2727 North Washington Blvd Suite 100, North Ogden, UT 84414 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2017-06-29
  • UT RA
    APPROVED
    Since 2017-06-29

Branch Locations

2727 North Washington Blvd Suite 100, North Ogden, UT 84414 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vantage Point Investments Sandy UT 12/2013 05/2017
Vantage Point Management, Inc. North Ogden UT 05/2017 Present
Managed Account Research, Inc. (Dba Vantage Point Futures) Chicago IL 05/2003 Present
  • 12/2013 → 05/2017
    Vantage Point Investments
    Sandy, UT
  • 05/2017 → Present
    North Ogden, UT
  • 05/2003 → Present
    Managed Account Research, Inc. (Dba Vantage Point Futures)
    Chicago, IL
Previous Registrations
  • 2016-12-01 → 2017-05-05
    North Ogden, UT
  • 2010-05-04 → 2013-12-02
    Gbs Financial Corp.
    Sandy, UT
    Pleasant View, UT
    Santa Rosa, CA
    Santa Rosa, CA
  • 2004-06-24 → 2010-05-04
    Midvale, UT
    Ogden, UT
    North Ogden, UT
  • 2003-01-27 → 2003-10-16
    Osaic Fa, Inc.
    Salt Lake City, UT
Other Businesses

1)ASSOCIATED PERSON OF MANAGED ACCOUNT RESEARCH INC.(unaffiliated firm) 25 HOURS PER MONTH - 10-2010 - MANAGED FUTURES, COMMODITIES & OPTIONS. 2) INDEPENDENT INSURANCE AGENT - SALES; LIFE (FIXED) CONTRACTS AS PART OF FINANCIAL PLAN 15 HOURS PER MONTH. Both activities are conducted at same address as Vantage Point Management, Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-01
S63 Uniform Securities Agent State Law Examination 2001-03-13
  • S65 Uniform Investment Adviser Law Examination
    2016-12-01
  • S63 Uniform Securities Agent State Law Examination
    2001-03-13

View on SEC IAPD

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