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VISE AI ADVISORS
521 Broadway
3rd Floor
New York City, New York 10012
Tel: 201-375-3969
About VISE AI ADVISORS
VISE AI ADVISORS, formally registered with the SEC as VISE AI ADVISORS. The firm was established in 07/17/2019. They have over 1 offices throughout the country.
VISE AI ADVISORS is a New York City, New York based Financial Planning firm with nearly $1,071,426,891 assets under management, offering retirement planning & investment advisory services to 4147 clients. The firm is staffed with 43 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301761 |
| SEC# | 801-116970 |
| Assets Managed by Firm | $1,071,426,891 |
| No. of Clients | 4147 |
| No. of Advisors | 43 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4147 | $1,071,426,891 |
| Individuals (other than high net worth individuals) | 4029 | $989,122,675 |
| High net worth individuals | 10 | $40,404,704 |
| Pension and profit sharing plans | 54 | $30,149,804 |
| Charitable organizations | 1 | $38,937 |
| Corporations or other businesses | 53 | $11,710,771 |
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