Vision2020 Wealth Management Corp

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CAFR Data
Vision2020 Wealth Management Corp
CRD #154149
SEC #801-71541
CIK #1681113
AUM $9.1 BB (62% Disc, 100% US, 2020-03-30)
Employees924 (0% Investors, 62% Brokers)
Phone800-552-3319
Address20 E Thomas Road
Phoenix, AZ 85012
Source [IAPD] [EDGAR]
Total AUM ($BB)
10.08.06.04.02.00.02008201220162021
Comparable Firms State AUM ($BB)
Cambiar Investors LLC
CO 9.4
Taplin Canida & Habacht LLC
FL 9.3
Sheridan Road Advisors LLC
IL 9.3
Wintrust Investments LLC
IL 9.2
People's United Advisors Inc
CT 9.1
Legg Mason Wood Walker Incorporated
MD 9.1
Loring Wolcott & Coolidge Fiduciary Advisors LLP
MA 9.0
BB&T Institutional Investment Advisers Inc
SC 9.0
Mycio Wealth Partners LLC
PA 8.9
Hefren-Tillotson Inc
PA 8.9
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