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VANN EQUITY MANAGEMENT LLC
4975 Preston Park Blvd #490
Plano, Texas 75093
Tel: 214-983-0346
About VANN EQUITY MANAGEMENT LLC
VANN EQUITY MANAGEMENT LLC, formally registered with the SEC as VANN EQUITY MANAGEMENT LLC. The firm was established in 01/02/2015. They have over 2 offices throughout the country.
VANN EQUITY MANAGEMENT LLC is a Plano, Texas based Financial Planning firm with nearly $610,156,828 assets under management, offering retirement planning & investment advisory services to 89 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 174239 |
| SEC# | 801-80766 |
| Assets Managed by Firm | $610,156,828 |
| No. of Clients | 89 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 89 | $610,156,828 |
| Individuals (other than high net worth individuals) | 26 | $5,380,122 |
| High net worth individuals | 53 | $114,312,133 |
| Pension and profit sharing plans | 1 | $469,376,125 |
| Charitable organizations | 2 | $4,805,360 |
| Corporations or other businesses | 7 | $16,283,088 |
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