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| Happy Holidays!! thanks for using AUM13F!! |
| Vision Investment Advisors LLC
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| CRD # | 109621 |
| SEC # | 801-57975 |
| CIK # | |
| AUM | $117.9 M (2025-04-23) |
| Employees | 9 (44% Investors, 78% Brokers) |
| Phone | 203-388-2700 |
| Address | 1010 Washington Blvd Stamford, CT 06901 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 0.0 |
| (b) Individuals (high net worth individuals) | 54 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 0.1 |
| By Discretionary | ||
| Discretionary | 86 | 0.1 |
| Non-Discretionary | 12 | 0.0 |
| Total | 98 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 98 | 0.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Savvy Labs Inc
✚
|
NY | 0.1 |
|
Stephen Craig Schulmerich
✚
|
0.1 | |
|
Directional Asset Management LLC
✚
|
IL | 0.1 |
|
Spyrnal Wealth Management LLC
✚
|
FL | 0.1 |
|
HMS Financial Services LLC
✚
|
SC | 0.1 |
|
Sparrow Wealth Management Inc
✚
|
FL | 0.1 |
|
SFGA LLC
✚
|
HI | 0.1 |
|
Global Brokerage Services Inc
✚
|
MD | 0.1 |
|
Schmitt Wealth Advisers LLC
✚
|
OH | 0.1 |
|
Outbound Financial Inc
✚
|
CO | 0.1 |