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 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

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

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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

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