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Stephen Salewski

VANN EQUITY MANAGEMENT LLC·PLANO, Texas
Unclaimed Profile
4975 PRESTON PARK BLVD #490, PLANO, TX 75093CRD# 7402806Firm CRD# 174239
01

About

Stephen Salewski is a registered financial advisor based in PLANO, Texas, affiliated with VANN EQUITY MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VANN EQUITY MANAGEMENT LLC
VANN EQUITY MANAGEMENT LLC
AUM
$701M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VANN EQUITY MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7402806
Firm CRD# 174239
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Salewski offer?
Stephen Salewski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.
What are Stephen Salewski's credentials?
Stephen Salewski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Salewski located?
Stephen Salewski is based in PLANO, Texas, working with VANN EQUITY MANAGEMENT LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Stephen Salewski charge for services?
Stephen Salewski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANN EQUITY MANAGEMENT LLC?
VANN EQUITY MANAGEMENT LLC has approximately 6 employees and manages $701M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLANO
Jennifer Page Pustmueller — CAPROCK CAPITAL, LLCTravis David Carter — INSIGHT WEALTH PARTNERS, LLCDavid Scott Dryden — INSIGHT WEALTH PARTNERS, LLCWayne (none) Smith — INSIGHT WEALTH PARTNERS, LLCMark Evan Mitchell — CAPROCK CAPITAL, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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