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VISION CAPITAL & MANAGEMENT
108 South Main Street
Suite B
Davidson, North Carolina 28036
Tel: 704-894-9639
About VISION CAPITAL & MANAGEMENT
VISION CAPITAL & MANAGEMENT, formally registered with the SEC as VISION CAPITAL & MANAGEMENT. The firm was established in 05/15/2006. They have over 1 offices throughout the country.
VISION CAPITAL & MANAGEMENT is a Davidson, North Carolina based Financial Planning firm with nearly $158,838,052 assets under management, offering retirement planning & investment advisory services to 170 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118363 |
| SEC# | 801-66188 |
| Assets Managed by Firm | $158,838,052 |
| No. of Clients | 170 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 170 | $158,838,052 |
| Individuals (other than high net worth individuals) | 35 | $8,652,063 |
| High net worth individuals | 21 | $138,396,773 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,067,155 |
| Charitable organizations | Fewer than 5 clients | $5,678,392 |
| Corporations or other businesses | Fewer than 5 clients | $3,043,669 |
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