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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 9, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VANCE, ROBERT, MORGAN | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | OWNER / CCO | E | Control |
| VANCE, ROBERT, MORGAN | I | OWNER | E | Control |
| VANCE, ROBERT, MORGAN | I | OWNER / CCO | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, ROBERT, MORGAN | I | MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANCE, MARGARET, B | I | MEMBER | A | |
| VANCE, MARGARET, B | I | MEMBER | A | |
| VANCE, MARGARET, B | I | MEMBER | A | |
| VANCE, MARGARET, B | I | MEMBER | A | |
| VANCE, MARGARET, B | I | MEMBER | A | |
| VANCE, MARGARET, B | I | MEMBER | A | |
| VANCE, MARGARET, B | I | MEMBER | A | |
| VANCE, MARGARET, B | I | MEMBER | A |
Registrations
Federal
IA
May 9, 2012 REGISTERED
Notice Filings (1)
CA
Address
14570 MONO WAYSUITE A
SONORA, CA 95370
United States
Phone: (209) 533-8404