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 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
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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