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Building 2VANCE WEALTH

Map pinSANTA CLARITA, CA
Phone888-775-0950
NotebookSEC #801-119423
Total AUM
$893.6M
Employees
22
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26491 SUMMIT CIRCLE
SANTA CLARITA
CA 91350
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
888-775-0950
Other Offices
4

ReceiptFinancials

Total AUM
$893.6M
Accounts
1,568
Discretionary
$784.8M
Accounts
1,515
Non-Discretionary
$108.7M
Accounts
53

ContactClients

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Individual Clients
195
AUM
$119.7M
HNW Individual Clients
185
AUM
$637.4M
Pension/Profit Sharing Plan Clients
48
AUM
$135.3M
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDNENVORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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