1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VANN EQUITY MANAGEMENT LLC

Map pinPLANO, TX
Phone214-983-0346
NotebookSEC #801-80766
Total AUM
$231.2M
Employees
5
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4975 PRESTON PARK BLVD #490
PLANO
TX 75093
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
214-983-0346
Other Offices
1

ReceiptFinancials

Total AUM
$231.2M
Accounts
188
Discretionary
$231.2M
Accounts
188
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
86
AUM
$14.9M
HNW Individual Clients
94
AUM
$191.9M
Charitable Organization Clients
2
AUM
$6.8M
Corporation or Business Clients
6
AUM
$17.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANVTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account