Vann Investments LLC
Firm details
- Headquarters
- Texas Creek, Colorado
- CRD number
- 112458
- Website
- www.vanninvestmentsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vann Investments LLC is an independently owned Registered Investment Advisor organized as a limited liability company that manages portfolios for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and operates as a discretionary portfolio manager rather than a capital allocator. It does not identify as an active ESG investor and its client base is focused on individual and family relationships rather than institutional or pension clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
- State & Local Bonds1%
Contacts
1 of 1Thomas Vann
FounderCRD 830233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Texas Creek, CO
Fremont
Location
Texas Creek, CO
Headquartered in Texas Creek, CO, anchoring the Pueblo-Ca_on City, CO metro in the West.
- Metro area
- Pueblo-Ca_on City, CO
- Region
- West
- County
- Fremont
- Address
- 1100 Q Path
- Time zone
- MT (UTC-7)
- Office locations
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