Overview
Assets Under Management: $145 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
VANNOY ADVISORY GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145806), VANNOY ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
VANNOY ADVISORY GROUP, INC. is headquartered in AUSTIN, TX.
VANNOY ADVISORY GROUP, INC. serves 49 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, VANNOY ADVISORY GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
VANNOY ADVISORY GROUP, INC. manages $145 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, VANNOY ADVISORY GROUP, INC. serves high-net-worth individuals. View client details ↓
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