VANN EQUITY MANAGEMENT LLC

PLANO, Texas·4 registered advisors·CRD# 174239
SEC# 801-807661214-983-0346
01

Firm Overview

AUM
$701M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at VANN EQUITY MANAGEMENT LLC

4 registered advisors
Aaron Vann
PLANO, Texas
Cynthia Lanese Mckinney
PLANO, Texas
John Allen Vann
PLANO, Texas
Stephen Salewski
PLANO, Texas
05

Office Locations

PLANO, Texas
4 advisors

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Data sourced from SEC Form ADV filings. VANN EQUITY MANAGEMENT LLC (CRD# 174239) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.