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VANNOY ADVISORY GROUP, INC.

5900 Balcones Drive
Suite 21610
Austin, Texas 78731
Tel: 512-759-7759

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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 StatusApproved
Firm CRD#145806
SEC#801-125019
Assets Managed by Firm$145,302,417
No. of Clients256
No. of Advisors2

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 ClientsAUM
Firm Total256$145,302,417
Individuals (other than high net worth individuals)Fewer than 5 clients$1,478,890
High net worth individuals49$143,823,527

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