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- Custodian
- Charles Schwab & Company · Pershing · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Vann Investments LLC
Vann Investments LLC is a fee-only investment advisory consulting firm providing active portfolio management and access to select third-party managers. Its in-house Value Portfolio targets risk-adjusted, above-market returns with a dividend and income-oriented equity approach and a valuation discipline that can hold sizable cash/fixed income when markets appear overvalued. Custody includes Pershing. Currently closed to new accounts.
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Owner & Executives
THOMAS DEANE VANN
Founder, REGISTERED INVESTMENT ADVISOR
- CRD
- #830233
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,900,203 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,900,203 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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