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VISION CAPITAL PARTNERS
2211 Old Earhart Rd.
Suite 155
Ann Arbor, Michigan 48105
Tel: 734-356-3250
About VISION CAPITAL PARTNERS
VISION CAPITAL PARTNERS, formally registered with the SEC as VISION CAPITAL PARTNERS. The firm was established in 06/12/2015. They have over 3 offices throughout the country.
VISION CAPITAL PARTNERS is a Ann Arbor, Michigan based Financial Planning firm with nearly $127,441,060 assets under management, offering retirement planning & investment advisory services to 341 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175147 |
| SEC# | 801-100364 |
| Assets Managed by Firm | $127,441,060 |
| No. of Clients | 341 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
- Other (FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 341 | $127,441,060 |
| Individuals (other than high net worth individuals) | 94 | $28,116,393 |
| High net worth individuals | 42 | $91,880,463 |
| Pension and profit sharing plans | 5 | $4,871,562 |
| Charitable organizations | 2 | $2,572,642 |
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