VISION INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2000

Total AUM

$137M

Discretionary

$126M

92% of AUM

Avg account

$1.1M

Accounts

129

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 109621
Registered since: September 22, 2000
Website: www.advicewithvision.com
Custodians: VISION FINANCIAL MARKETS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
Client types: HNWI83.26%
Individuals14.89%
Pension & Profit Sharing Plans1.85%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Vision Investment Advisors, LLC is an SEC-registered investment adviser formed as an LLC in 2000 that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides portfolio management for individuals, small businesses, and institutions, and it also selects other advisers on behalf of clients. In addition to advisory services, Vision Investment Advisors operates business lines as a broker-dealer and as a CPO/CTA. Its fee arrangements are flexible and include percentage-of-AUM fees, fixed fees, commissions, and performance-based fees. The firm does not identify as an active ESG investor.