Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > lake oswego > VANNOY ADVISORY GROUP, INC.
VANNOY ADVISORY GROUP, INC.
5900 Balcones Drive
Suite 21610
Austin, Texas 78731
Tel: 512-759-7759
About VANNOY ADVISORY GROUP, INC.
VANNOY ADVISORY GROUP, INC, formally registered with the SEC as VANNOY ADVISORY GROUP, INC. The firm was established in 05/13/2022. They have over 2 offices throughout the country.
VANNOY ADVISORY GROUP, INC. is a Austin, Texas based Financial Planning firm with nearly $145,302,417 assets under management, offering retirement planning & investment advisory services to 256 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145806 |
| SEC# | 801-125019 |
| Assets Managed by Firm | $145,302,417 |
| No. of Clients | 256 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 256 | $145,302,417 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $1,478,890 |
| High net worth individuals | 49 | $143,823,527 |
More Retirement Planning firms in Austin, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
Explore More Retirement Advisors in Austin, Texas