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JV
JV
Julie Erin Vann
Thornburg Investment Management INC
1 Year of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Thornburg Investment Management INC
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
705 clients
Average Client Portfolio
$64.2M average
Assets Under Management
$45.3B
Fee Structure
Minimum Investment:
$100K
Financial Planning:
Investment management only
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Location
2300 North Ridgetop Road, Santa Fe, NM, 87506
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History
Regulatory History (1)
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Criminal
September 2005
Final Disposition
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How to Read Disclosures
Employment History
Current Registrations
Thornburg Investment Management INC
October 2024 - Present · 1 yr 4 mos
Thornburg Securities LLC
Broker
August 2024 - Present · 1 yr 6 mos
State Registrations
1 state
NM
Advisor
Broker
Both
Exams
No exam information available for this advisor.
Julie Erin Vann - Financial Advisor | TrueAdvisor