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Vantage Point Management, Inc. CRD 287757
$33.4M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2727 North Washington Blvd Suite 100, North Ogden, UT 84414 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-07-19 |
Branch Locations
2727 North Washington Blvd Suite 100, North Ogden, UT 84414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster College | Salt Lake City | UT | 08/2012 | 06/2017 |
| Vantage Point Managment | North Ogden | UT | 01/2017 | 07/2017 |
| Vantage Point Management | North Ogden | UT | 06/2018 | Present |
| Gap Year - Not Employed | Centerville | UT | 08/2017 | 05/2018 |
Denim Simper is an independently licensed insurance agent. Business is conducted at the office of the Adviser and while the time spent on this activity will vary throughout the year it generally involves 1% of Mr. Simper's his time during business hours. Two non-investment activities: Mr. Simpler operates a U-Haul dealership in Vernal, UT and this activity generally involves up to 10% of his time. Timberline Storage in Vernal, UT may account for up to 50% of Mr. Simper's time during certain times of the year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-18 |
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