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VANN EQUITY MANAGEMENT LLC
Tel: 214-983-0346
4975 Preston Park Blvd #490 Plano, Texas 75093
VANN EQUITY MANAGEMENT LLC
VANN EQUITY MANAGEMENT LLC is a Plano, Texas based financial advisory firm with nearly $701,026,488 in assets under management and provides investment advisory services for 108 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
174239
SEC#:
801-80766
No. of Clients:
108
Assets under Management
$701,026,488
No. of Advisors:
6
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