VOGEL FINANCIAL ADVISORS, LLC
CRD #114219 SEC #801-63219 RICHARDSON, TX 214-346-5880
SEC Registered
Total AUM
$413.4M
Discretionary
$413.4M
Employees
3
Clients
26
Accounts
259
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT | B | Control |
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| BUSCH, MICHAEL, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| DREYER, HOWARD, PAUL | I | SHAREHOLDER | B | |
| DREYER, HOWARD, PAUL | I | SHAREHOLDER | B | |
| DREYER, HOWARD, PAUL | I | SHAREHOLDER | B | |
| DREYER, HOWARD, PAUL | I | SHAREHOLDER | B | |
| DREYER, HOWARD, PAUL | I | SHAREHOLDER | B | |
| DREYER, HOWARD, PAUL | I | SHAREHOLDER | B | |
| FIEDELMAN, RONALD, STEPHEN | I | SHAREHOLDER | B | |
| FIEDELMAN, RONALD, STEPHEN | I | SHAREHOLDER | B | |
| FIEDELMAN, RONALD, STEPHEN | I | SHAREHOLDER | B | |
| FIEDELMAN, RONALD, STEPHEN | I | SHAREHOLDER | B | |
| FIEDELMAN, RONALD, STEPHEN | I | SHAREHOLDER | B | |
| FIEDELMAN, RONALD, STEPHEN | I | SHAREHOLDER | B | |
| KAMAN, MARK, JOEL | I | SHAREHOLDER | B | |
| KAMAN, MARK, JOEL | I | SHAREHOLDER | B | |
| KAMAN, MARK, JOEL | I | SHAREHOLDER | B | |
| KAMAN, MARK, JOEL | I | SHAREHOLDER | B | |
| KAMAN, MARK, JOEL | I | SHAREHOLDER | B | |
| KAMAN, MARK, JOEL | I | SHAREHOLDER | B | |
| KAMAN, MARK, JOEL | I | SHAREHOLDER | B | |
| KAMAN, MARK, JOEL | I | SHAREHOLDER | B | |
| KAMAN, MARK, JOEL | I | SHAREHOLDER | B | |
| KOVAL, DOUGLAS, CHARLES | I | MANAGER | B | Control |
| KOVAL, DOUGLAS, CHARLES | I | MANAGER | B | Control |
| KOVAL, DOUGLAS, CHARLES | I | MANAGER | B | Control |
| KOVAL, DOUGLAS, CHARLES | I | MANAGER | B | Control |
| KOVAL, DOUGLAS, CHARLES | I | MANAGER | B | Control |
| KOVAL, DOUGLAS, CHARLES | I | MANAGER | B | Control |
| KOVAL, DOUGLAS, CHARLES | I | MANAGER | B | Control |
| KOVAL, DOUGLAS, CHARLES | I | MANAGER | B | Control |
| KOVAL, DOUGLAS, CHARLES | I | MANAGER | B | Control |
| PHILIP VOGEL & CO. PC | DE | SHAREHOLDER | B | |
| PHILIP VOGEL & CO. PC | DE | SHAREHOLDER | B | |
| PHILIP VOGEL & CO. PC | DE | SHAREHOLDER | B | |
| PHILIP VOGEL & CO. PC | DE | SHAREHOLDER | B | |
| PHILIP VOGEL & CO. PC | DE | SHAREHOLDER | B | |
| PHILIP VOGEL & CO. PC | DE | SHAREHOLDER | B | |
| PHILIP VOGEL & CO. PC | DE | SHAREHOLDER | B | |
| PHILIP VOGEL & CO. PC | DE | SHAREHOLDER | B | |
| RADEN, BERNARD, WILLIAM | I | SHAREHOLDER | B | |
| RADEN, BERNARD, WILLIAM | I | SHAREHOLDER | B | |
| RADEN, BERNARD, WILLIAM | I | SHAREHOLDER | B | |
| RADEN, BERNARD, WILLIAM | I | SHAREHOLDER | B | |
| RADEN, BERNARD, WILLIAM | I | SHAREHOLDER | B | |
| RADEN, BERNARD, WILLIAM | I | SHAREHOLDER | B | |
| RADEN, BERNARD, WILLIAM | I | SHAREHOLDER | B | |
| RADEN, BERNARD, WILLIAM | I | SHAREHOLDER | B | |
| RADEN, BERNARD, WILLIAM | I | SHAREHOLDER | B | |
| VOGEL CPAS | DE | SHAREHOLDER | B |
Registrations
Federal
IA
Mar 29, 2018 REGISTERED
Notice Filings (1)
TX
Address
2221 LAKESIDE BOULEVARDSUITE 1110
RICHARDSON, TX 75082
United States
Phone: 214-346-5880