|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Envision Financial Transparency LLC
✚
|
|
|---|---|
| CRD # | 297713 |
| SEC # | 801-113605 |
| CIK # | |
| AUM | $306.3 M (2025-03-31) |
| Employees | 17 (100% Investors, 0% Brokers) |
| Phone | 336-715-3300 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 56.3 |
| (b) Individuals (high net worth individuals) | 54 | 226.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 23.3 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 306.3 |
| By Discretionary | ||
| Discretionary | 499 | 302.3 |
| Non-Discretionary | 1 | 4.0 |
| Total | 500 | 306.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.3 | |
| Total | 500 | 306.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Foresight Capital Management Advisors Inc
✚
|
MI | 0.3 |
|
Archer Investment Management LLC
✚
|
0.3 | |
|
Guidance Investment Advisors LLC
✚
|
IN | 0.3 |
|
The Stolper Company LLC
✚
|
OK | 0.3 |
|
Keystone Financial Services
✚
|
CO | 0.3 |
|
Auxin Group Wealth Management LLC
✚
|
OH | 0.3 |
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.3 |
|
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |
|
Darden Wealth Group Inc
✚
|
MI | 0.3 |
|
May Barnhard Investments LLC
✚
|
MD | 0.3 |