171 East Ridgewood Avenue
Suite 205
Ridgewood, New Jersey 7450
Tel: 201-447-2212
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.
SEC Current Status | Approved |
Firm CRD# | 173064 |
SEC# | 801-126524 |
Assets Managed by Firm | $106,130,883 |
No. of Clients | 519 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 519 | $106,130,883 |
Individuals (other than high net worth individuals) | 181 | $32,404,498 |
High net worth individuals | 100 | $72,950,211 |
Corporations or other businesses | 2 | $776,174 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$983,853,862,895 | 874 | 1658 | |
$600,808,847,012 | 1077471 | 13059 | |
$576,264,919,539 | 1736317 | 64 | |
$481,198,610,149 | 588 | 1081 | |
$402,869,110,523 | 44867 | 1157 |
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