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VANN EQUITY MANAGEMENT LLC
CRD 174239 · SEC 801-80766
4975 PRESTON PARK BLVD #490, PLANO, TX, 75093, United States
Phone
214-983-0346
Fax
469-782-9522
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.2M
Discretionary AUM
$231.2M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $14.9M |
| High net worth individuals | 94 | $191.9M |
| Charitable organizations | 2 | $6.8M |
| Corporations/business entities | 6 | $17.6M |
States served
LA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD