Vann Equity Management LLC

Vann Equity Management LLC (CRD# 174239) is a financial advisory firm headquartered in Plano, TX. They manage $701,026,488 in 108 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4975 Preston Park Blvd #490, Plano, TX 75093
https://www.vannequitymanagement.com
By the Numbers
  • Total Assets Under Management
    701
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $6,490,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Vann Equity Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Keith Powell, financial advisor Austin TX
Keith D. Powell
CRD#: 2143046
11824 Jollyville Rd., Suite 500, Austin, TX 78759

Keith Powell (CRD# 2143046) is an Investment Advisor Representative working at Vann Equity Management LLC in Austin, TX and has over 32 years of experience in the finance industry.

2
John Vann, financial advisor Plano TX
John A. Vann
CRD#: 453172
4975 Preston Park Blvd Suite 490, Plano, TX 75093

John Vann (CRD# 453172) is an Investment Advisor Representative working at Vann Equity Management LLC in Plano, TX and has over 40 years of experience in the finance industry.

3
Cynthia McKinney, financial advisor Plano TX
Cynthia L. McKinney
CRD#: 7551002
4975 Preston Park Blvd #490, Plano, TX 75093

Cynthia McKinney (CRD# 7551002) is an Investment Advisor Representative working at Vann Equity Management LLC in Plano, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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