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VANN EQUITY MANAGEMENT LLC

4975 Preston Park Blvd #490
Plano, Texas 75093
Tel: 214-983-0346

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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 $701,026,488 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#174239
SEC#801-80766
Assets Managed by Firm$701,026,488
No. of Clients108
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total108$701,026,488
Individuals (other than high net worth individuals)39$6,529,441
High net worth individuals60$139,744,018
Pension and profit sharing plans1$530,970,644
Charitable organizations2$5,404,319
Corporations or other businesses6$18,378,066

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