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| Vision Retirement LLC
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|
|---|---|
| CRD # | 173064 |
| SEC # | 801-126524 |
| CIK # | |
| AUM | $106.1 MM (2023-02-07) |
| Employees | 7 (43% Investors, 43% Brokers) |
| Phone | 201-447-2212 |
| Address | 171 East Ridgewood Avenue Ridgewood, NJ 07450 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 32.4 |
| (b) Individuals (high net worth individuals) | 100 | 73.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 519 | 106.1 |
| By Discretionary | ||
| Discretionary | 455 | 97.3 |
| Non-Discretionary | 64 | 8.9 |
| Total | 519 | 106.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.1 | |
| Total | 519 | 106.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Titan Managers LLC
✚
|
TX | 0.1 |
|
Sound Portfolio Advisors LLC
✚
|
CT | 0.1 |
|
Newbore Wealth Management Inc
✚
|
OR | 0.1 |
|
Safe Harbor Fiduciary LLC
✚
|
FL | 0.1 |
|
Avocet Capital Management LLC
✚
|
IL | 0.1 |
|
Bill Spalding Wealth Management
✚
|
GA | 0.1 |
|
Ascension Wealth Partners LLC
✚
|
CA | 0.1 |
|
Step Change Advisors LLC
✚
|
MO | 0.1 |
|
Miller Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Peace of MIND Financial Inc
✚
|
CO | 0.1 |