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Margaret B Vance

VANCE CAPITAL MANAGEMENT, LLC·SONORA, California
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14570 MONO WAY, SONORA, CA 95370CRD# 3229789Firm CRD# 128678
01

About

Margaret B Vance is a registered financial advisor based in SONORA, California, affiliated with VANCE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VANCE CAPITAL MANAGEMENT, LLC
VANCE CAPITAL MANAGEMENT, LLC
AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at VANCE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 3229789
Firm CRD# 128678
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret B Vance offer?
Margaret B Vance specializes in Financial Planning, Investment Management. Contact their office in SONORA, California for a consultation.
What are Margaret B Vance's credentials?
Margaret B Vance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret B Vance located?
Margaret B Vance is based in SONORA, California, working with VANCE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SONORA metropolitan area and surrounding communities.
How does Margaret B Vance charge for services?
Margaret B Vance's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANCE CAPITAL MANAGEMENT, LLC?
VANCE CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SONORA
Robert Morgan Vance — VANCE CAPITAL MANAGEMENT, LLCJerold (n) Tweddell — TWEDDELL GOLDBERG LLCSteven Tobias Goldberg — TWEDDELL GOLDBERG LLC
Nearby cities in California
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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