VANCE, ROBERT, MORGAN
VANCE, ROBERT, MORGAN of SONORA, CA is an SEC-registered investment adviser (CRD 128678). Regulatory assets under management: $32.8M.
Registration
- CRD: 128678
- SEC file number: 801-62944
- Type: Registered investment adviser
- Location: 14570 MONO WAY, SUITE A, SONORA, CA, 95370
- Phone: (209) 533-8404
- Latest filing: 2012-07-11
- Regulatory AUM: $32.8M
- Discretionary AUM: $32.8M
- Clients: 1
- Accounts: 552
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| VANCE ROBERT MORGAN | MANAGER / CHIEF COMPLIANCE OFFICER; OWNER; OWNER / CCO (+1 more) | — |
| VANCE MARGARET B | MEMBER | — |
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