Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > stamford > VISION INVESTMENT ADVISORS, LLC
VISION INVESTMENT ADVISORS, LLC
1010 Washington Blvd
Suite 300
Stamford, Connecticut 06901
Tel: 203-388-2700
About VISION INVESTMENT ADVISORS, LLC
VISION INVESTMENT ADVISORS, LLC, formally registered with the SEC as VISION INVESTMENT ADVISORS, LLC. The firm was established in 09/22/2000. They have over 4 offices throughout the country.
VISION INVESTMENT ADVISORS, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $117,879,479 assets under management, offering retirement planning & investment advisory services to 98 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109621 |
| SEC# | 801-57975 |
| Assets Managed by Firm | $117,879,479 |
| No. of Clients | 98 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 98 | $117,879,479 |
| Individuals (other than high net worth individuals) | 43 | $12,152,994 |
| High net worth individuals | 54 | $104,169,388 |
| Pension and profit sharing plans | 1 | $1,557,097 |
More Retirement Planning firms in Stamford, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Stamford, Connecticut