Overview
Assets Under Management: $145 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 256
Discretionary Accounts: 256
Regulatory Filings
CRD Number: 145806
Last Filing Date: 2025-02-03 00:00:00
Website: https://vannoyadvisorygroup.com