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Find, Compare and Monitor Financial Advisors at VRA PARTNERS, LLC

CRD#: 142780
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

VRA PARTNERS, LLC is located at 3630 Peachtree Road Suite 1000, Atlanta, GA 30326 and was first established at Atlanta, Georgia in 06/01/2006. After operating for 19 years, VRA PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of VRA PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. VRA PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at VRA PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access VRA PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at VRA PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for VRA PARTNERS, LLC Comes From

Understanding the Statistics for VRA PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326
Mailing Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326
Firm Size
Small
Phone Number
(404) 835-1000
Established
Georgia since 06/01/2006
Firm Type
Limited Liability Company
Fiscal year end
May
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
LOEFFLER, MARK ALLENMD, SECRETARY4177877
MATTHIAS, BROCK DAVIDMANAGING DIRECTOR2314883
MCCARTNEY, DOUGLAS JAMESMD, CCO2478640
SHERMAN, WILLIAM TECHUMSCHPRESIDENT, CEO2478675
MCRAE, CHARLES COLLIERMANAGING DIRECTOR5680842
KINZER, CAROL ANNFINANCIAL AND OPERATIONS PRINCIPAL/CFO4519471

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Advisor's working at VRA PARTNERS, LLC

ML

Mark Allen Loeffler

RR
CRD#: 4177877
Location:
Atlanta, GA 30326
Company:
VRA PARTNERS, LLC
Disclosures:
Experience:
25 years
View Profile
CK

Carol Ann Kinzer

RR
CRD#: 4519471
Location:
San Francisco, CA 94114-3775
Company:
VAQUERO CAPITAL LLC
Disclosures:
Experience:
23 years
View Profile
AC

Andrew W Callahan

RR
CRD#: 7396590
Location:
Atlanta, GA 30326
Company:
VRA PARTNERS, LLC
Disclosures:
Experience:
4 years
View Profile
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