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, SEC-registered RIA organized as a limited liability company and owned by an individual. The adviser provides financial planning and portfolio management services primarily for individuals, families and small businesses, and it serves a mix of individual/family and institutional clients. Its fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. Vision Retirement does not operate as a capital allocator, is not an active ESG investor, and is not designated as a multistate adviser. The firm uses third-party relationships for alternative strategies rather than operating in-house managers, and it lists an accounting professional among its industry affiliations. Vision Retirement began SEC registration in 2022.
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 1PAUL MULLER
Founder and CEOCRD 2729766
Contacts
3 of 6KEVIN 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
$186M in ETFs
88%
$163M
4%
$23.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $49.7M | 86,038 | 26.64% |
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
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