Investment adviser · CRD 128678

VANCE CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

SONORA, CA, United States · Form ADV filed Jul 11, 2012

Regulatory AUM
$32.8M
Form ADV · Item 5.F
Client accounts
552
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 11, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Commissions

Principal office

14570 MONO WAY, SUITE A
SONORA, CA, 95370, United States

CRD 128678

Filing source

Form ADV 659151 · Jul 11, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.