Visions Analysis LLC
Firm details
- Headquarters
- Endicott, New York
- CRD number
- 286678
- Registered since
- August 25, 2017
- Website
- www.visionsfcu.org
Firm profile
FINTRXOverview
Visions Analysis LLC is organized as a limited liability company and is recorded as SEC-registered in 2017. FINTRX classifies the firm as "Unclassified" and lists its owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, pension consultant, related adviser, or multi-state adviser, and it is not flagged as an active ESG investor. FINTRX does not supply detail on the firm's advisory or business activities, client segments, or fee structure. Those operating details are therefore absent from the available record.
Assets & Accounts
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
3 of 23
Kahlil Adames
Financial ConsultantCRD 4349306
Caitlin Kuhnen
Financial ConsultantCRD 6889537

Leo O'connor
Wealth Management AdvisorCRD 501710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Endicott, NY
Broome
Location
Endicott, NY
Headquartered in Endicott, NY, in the Northeast of the United States.
- Region
- Northeast
- County
- Broome
- Address
- 24 Mc Kinley Ave
- Time zone
- ET (UTC-5)
- Office locations
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