VISION FINANCIAL SERVICES, INC
Firm details
- Headquarters
- MESA, Arizona
- CRD number
- 144409
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Vision Financial Services, Inc. operates as an independent registered investment advisor focused on providing financial planning and portfolio management services primarily to individuals and families. The firm emphasizes a tailored approach to investment management, selecting other advisers when necessary to meet client needs. Vision Financial Services is not active in ESG investing and does not operate as a multi-state adviser. The firm is owned by an individual and is classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents15%
Contacts
1 of 1GREGORY JOHNSON
President, CCOCRD 5389632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MESA, AZ
MARICOPA
Location
MESA, AZ
Headquartered in MESA, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 4140 E Baseline Rd
- Time zone
- MT (UTC-7)
- Office locations
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