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Robert Morgan Vance

VANCE CAPITAL MANAGEMENT, LLC·SONORA, California
Unclaimed Profile
14570 MONO WAY, SONORA, CA 95370CRD# 1887560Firm CRD# 128678
01

About

Robert Morgan 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# 1887560
Firm CRD# 128678
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Morgan Vance offer?
Robert Morgan Vance specializes in Financial Planning, Investment Management. Contact their office in SONORA, California for a consultation.
What are Robert Morgan Vance's credentials?
Robert Morgan Vance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Morgan Vance located?
Robert Morgan 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 Robert Morgan Vance charge for services?
Robert Morgan 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
Margaret B Vance — VANCE CAPITAL MANAGEMENT, LLCJerold (n) Tweddell — TWEDDELL GOLDBERG LLCSteven Tobias Goldberg — TWEDDELL GOLDBERG LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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