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 with ownership identified as a domestic entity and/or an individual. Publicly available records for the firm are sparse: the company is categorized as unclassified and the profile does not disclose its advisory activities, fee schedule, client segmentation, or specific business lines. The firm is not identified as a capital allocator and it does not report being an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Because core operational and client-facing details are missing from the record, there is little publicly verifiable information about how Visions Analysis originates mandates, structures portfolios, or positions its services versus competitors. No industry accolades, affiliations, or alternative-investment approaches are described in the available profile.
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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