VANCE CAPITAL MANAGEMENT, LLC

SONORA, California·1 registered advisor·CRD# 128678
SEC# 801-62944(209) 533-8404
01

Firm Overview

AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VANCE CAPITAL MANAGEMENT, LLC

1 registered advisor
Robert Morgan Vance
SONORA, California
CFPChFC
05

Office Locations

SONORA, California
1 advisor

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Data sourced from SEC Form ADV filings. VANCE CAPITAL MANAGEMENT, LLC (CRD# 128678) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.