4975 Preston Park Blvd #490
Plano, Texas 75093
Tel: 214-983-0346
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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