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Paul Joseph Delmotte

Investment adviser representative at Vantage Point Financial, LLC
13 yearsExperience
1 stateRegistered in
$484.6MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Vantage Point Financial, LLCSep 2024 to now
  2. UnemployedJul 2024 to Sep 2024
  3. Inlay DigitalApr 2019 to Jun 2024
  4. Urge JuiceAug 2013 to Aug 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (MI).

Vantage Point Financial, LLC

Legal name: Vantage Point Financial LLC

$484.6MAssets managed
566Clients
16Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7980807
Firm CRD
305016
Advisor's SEC record (opens in a new tab)
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