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
No Advisor Found.

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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