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Home > Retirement Planners > texas > plano > VANN EQUITY MANAGEMENT LLC
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 $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 Status | Approved |
|---|---|
| Firm CRD# | 174239 |
| SEC# | 801-80766 |
| Assets Managed by Firm | $701,026,488 |
| No. of Clients | 108 |
| No. of Advisors | 6 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 108 | $701,026,488 |
| Individuals (other than high net worth individuals) | 39 | $6,529,441 |
| High net worth individuals | 60 | $139,744,018 |
| Pension and profit sharing plans | 1 | $530,970,644 |
| Charitable organizations | 2 | $5,404,319 |
| Corporations or other businesses | 6 | $18,378,066 |
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