|
⚲
|
| Envision Financial Transparency LLC
✚
| |
|---|---|
| CRD # | 297713 |
| SEC # | 801-113605 |
| CIK # | |
| AUM | $295.3 MM (2024-03-04) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 336-715-3300 |
| Address | 4202 Obriant Place Greensboro, NC 27410 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 30.5 |
| (b) Individuals (high net worth individuals) | 47 | 199.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 21.6 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 370 | 251.6 |
| By Discretionary | ||
| Discretionary | 369 | 248.4 |
| Non-Discretionary | 1 | 3.2 |
| Total | 370 | 251.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.6 | |
| Total | 370 | 251.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Family Capital Management Inc
✚
|
MI | 0.3 |
|
Burns Matteson Capital Management LLC
✚
|
NY | 0.3 |
|
Regimen Wealth LLC
✚
|
GA | 0.3 |
|
Thomas Wright Asset Management Inc
✚
|
PR | 0.3 |
|
CPR Investments Inc
✚
|
MI | 0.3 |
|
Platform Wealth Management LLC
✚
|
UT | 0.3 |
|
Ascendant Financial Solutions Inc
✚
|
AZ | 0.3 |
|
Alpha Financial Partners LLC
✚
|
KY | 0.3 |
|
Thayer Partners LLC
✚
|
PA | 0.3 |
|
Pflug Koory LLC
✚
|
NE | 0.3 |