Vance, Robert, Morgan is an adviser based in Sonora. It manages $32.8 million of regulatory assets for 552 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Vance, Robert, Morgan provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vance, Robert, Morgan is $32.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vance, Robert, Morgan for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Vance, Robert, Morgan is owned by Robert Morgan Vance. Margaret B Vance joined the executive team most recently as the Member.
The principal office where Vance, Robert, Morgan performs its advisory services is located at 14570 Mono Way, Sonora, CA 95370 The mailing address of the firm is 14570 Mono Way, Sonora, CA 95370. An additional office of the firm is in Miwuk Village, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (209) 533-8404 or by fax 209-533-1638. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.vancecm.com.