Vision Wealth Advisory
Firm details
- Headquarters
- ,
- CRD number
- 330019
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vision Wealth Advisory operates as a Limited Liability Company and focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm is structured to offer a variety of fee arrangements, including a percentage of assets under management, hourly charges, and fixed fees. While it does not engage in active ESG investing, it serves clients through its role as an insurance broker, integrating insurance solutions into its advisory services.
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
Contacts
1 of 1
Robert Sand
Investment Adviser RepresentativeCRD 5584370
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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