Vision 4 Fund Distributors

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
298105
Registered since
November 8, 2018

Firm profile

FINTRX

Overview

Vision 4 Fund Distributors is organized as a limited liability company and has been SEC-registered since 2018. The firm is classified as a fund distributor and is owned by an individual; its public profile does not show activity as a capital allocator or as a multi-state advisory practice. The firm does not identify itself as an active ESG investor and there are no stated pension consulting or related-adviser roles. The firm has not provided details about its day-to-day business activities, advisory services, or affiliations. The absence of disclosed advisory activities and the fund-distributor classification suggest the entity’s primary role is distribution rather than portfolio management or direct client wealth management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Todd Foster

    Todd Foster

    Chief Investment OfficerCRD 3024634

  • Taylor Davis

    Taylor Davis

    Chief Compliance OfficerCRD 5384424

  • William Portwood

    CFOCRD 4853700

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Contacts

3 of 25
  • Kevin Campbell

    Kevin Campbell

    Senior VP of SalesCRD 4444403

  • John Greer

    John Greer

    Partner, Portfolio ManagerCRD 6148298

  • Christopher Arnold

    Christopher Arnold

    VP of SalesCRD 4834041

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
9260 E Raintree Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth