Vance Lowe, Ceo is a large advisory firm based in Arlington. It manages $33.66 million of regulatory assets for 692 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, Texas, and Utah.
Vance Lowe, Ceo provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and security ratings or pricing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vance Lowe, Ceo is $33.66 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vance Lowe, Ceo for their services and products based on a percentage of assets under management, hourly charges, fixed fees, 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.
The principal office where Vance Lowe, Ceo performs its advisory services is located at 1720 Oak Village Blvd. Suite 100, Arlington, TX 76017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817-468-3388 or by fax 817-465-8811. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.advfp.com.