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VISION RETIREMENT
171 East Ridgewood Avenue
Suite 205
Ridgewood, New Jersey 07450
Tel: 201-447-2212
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 $240,534,495 assets under management, offering retirement planning & investment advisory services to 856 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173064 |
| SEC# | 801-126524 |
| Assets Managed by Firm | $240,534,495 |
| No. of Clients | 856 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SUBSCRIPTION SERVICES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (HOURLY CONSULTING AND SUBSCRIPTION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 856 | $240,534,495 |
| Individuals (other than high net worth individuals) | 480 | $57,961,868 |
| High net worth individuals | 374 | $181,132,419 |
| Charitable organizations | 1 | $165,463 |
| Corporations or other businesses | 10 | $1,274,745 |
More Retirement Planning firms in Ridgewood, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
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