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VISION RETIREMENT

171 East Ridgewood Avenue
Suite 205
Ridgewood, New Jersey 7450
Tel: 201-447-2212

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About VISION RETIREMENT

VISION RETIREMENT, formally registered with the SEC as VISION RETIREMENT. The firm was established in 09/08/2022. They have over 3 offices throughout the country.

VISION RETIREMENT is a Ridgewood, New Jersey based Financial Planning firm with nearly $106,130,883 assets under management, offering retirement planning & investment advisory services to 519 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#173064
SEC# 801-126524
Assets Managed by Firm $106,130,883
No. of Clients 519
No. of Advisors 7

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(SUBSCRIPTION SERVICES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total519$106,130,883
Individuals (other than high net worth individuals)181$32,404,498
High net worth individuals100$72,950,211
Corporations or other businesses2$776,174
Inquire with VISION RETIREMENT

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