Visions Analysis LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Endicott, New York
CRD number
286678
Registered since
August 25, 2017

Firm profile

FINTRX

Overview

Visions Analysis LLC is organized as a limited liability company and has been SEC-registered since 2017. FINTRX classifies the firm as unclassified; ownership is listed as a combination of a domestic entity and an individual. The dataset indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. The firm has not supplied details about its client base, fee schedules, specific business activities, or the advisory services it provides. FINTRX also records that Visions Analysis LLC did not provide information about external activities or affiliations.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 23
  • Kahlil Adames

    Kahlil Adames

    Financial ConsultantCRD 4349306

  • Caitlin Kuhnen

    Caitlin Kuhnen

    Financial ConsultantCRD 6889537

  • Leo O'connor

    Leo O'connor

    Wealth Management AdvisorCRD 501710

Unlock 20 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms