VANCE, ROBERT, MORGAN
Legal name: VANCE CAPITAL MANAGEMENT, LLC
CRD #128678 SEC #801-62944 SONORA, CA (209) 533-8404
SEC Registered
Total AUM
$32.8M
Discretionary
$32.8M
Employees
1
Clients
26
Accounts
552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $32.8M | $32.8M | $0 | 1 | 500 |
| Jul 2012 | $32.8M | $32.8M | $0 | 1 | 500 |
| Jun 2012 | $32.8M | $32.8M | $0 | 1 | 500 |
| Jun 2012 | $32.8M | $32.8M | $0 | 1 | 500 |
| Jun 2012 | $32.8M | $32.8M | $0 | 1 | 500 |
| Jun 2012 | $32.8M | $32.8M | $0 | 1 | 500 |
| Jun 2012 | $32.8M | $32.8M | $0 | 1 | 500 |
| May 2012 | $32.8M | $32.8M | $0 | 1 | 500 |
| Apr 2012 | $32.8M | $32.8M | $0 | 1 | 500 |
| Mar 2011 | $41M | $40.4M | $600K | 5 | -- |
| Apr 2010 | $49.8M | $49.2M | $600K | 5 | -- |
| Mar 2008 | $87M | $84.5M | $2.5M | 5 | -- |
| Mar 2007 | $73M | $73M | $0 | 5 | -- |
| Mar 2006 | $58.2M | $58.2M | $0 | 5 | -- |
| Sep 2005 | $45M | $45M | $0 | 5 | -- |
| Sep 2005 | $45M | $45M | $0 | 5 | -- |
DateJul 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients500
DateJul 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients500
DateJun 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients500
DateJun 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients500
DateJun 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients500
DateJun 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients500
DateJun 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients500
DateMay 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients500
DateApr 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients500
DateMar 2011
Total AUM$41M
Discretionary$40.4M
Non-Disc.$600K
Employees5
Clients--
DateApr 2010
Total AUM$49.8M
Discretionary$49.2M
Non-Disc.$600K
Employees5
Clients--
DateMar 2008
Total AUM$87M
Discretionary$84.5M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2007
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--