Vision Retirement
Firm details
- Headquarters
- Ridgewood, New Jersey
- CRD number
- 173064
- Registered since
- September 8, 2022
- Website
- www.visionretirement.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI79.6%
- Individuals18.99%
- Corporations / Businesses1.1%
- Pension & Profit Sharing Plans0.18%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vision Retirement is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2022. Ownership is individual, and the firm serves a mix of individual and family clients as well as institutional clients. Core advisory services are financial planning and portfolio management for individuals and small businesses. Compensation arrangements include asset-based fees alongside hourly, fixed-fee, and other billing options. The firm does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.
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
- Public Funds/Mutual Funds64%
- Exchange Traded Equities30%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Paul Muller
Founder and CEOCRD 2729766
Contacts
3 of 6
Kevin Leeds
PrincipalCRD 3270436
Nicholas Taber
Associate, Financial AdvisorCRD 7006691
Anthony Passerino
Financial AdvisorCRD 2759051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 277Active vs passive
$231M in ETFs
89%
$205M
4%
$26.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $63M | 85,578 | 27.32% |
Location
Ridgewood, NJ
Bergen
Location
Ridgewood, NJ
Headquartered in Ridgewood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 171 E Ridgewood Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
AC Funds, LLC
RIARidgewood, NJ
Vaughan And Company Securities, Inc.
RIARidgewood, NJ
MHA Financial Corp
RIARidgewood, NJ
Castlestone Management LLC
RIARidgewood, NJ
Advisors Capital Management, LLC
RIARidgewood, NJ
The Haggerty Investment Group, LLC
RIARidgewood, NJ