VISION CAPITAL MANAGEMENT INC

4380 S Macadam Avenue
Suite 350
Portland, Oregon 97239
Tel: 503-221-5656

About VISION CAPITAL MANAGEMENT INC

VISION CAPITAL MANAGEMENT INC, formally registered with the SEC as VISION CAPITAL MANAGEMENT INC. The firm was established in 07/09/1999. They have over 1 offices throughout the country.

VISION CAPITAL MANAGEMENT INC is a Portland, Oregon based Financial Planning firm with nearly $1,073,328,261 assets under management, offering retirement planning & investment advisory services to 1743 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107793
SEC#	801-56669
Assets Managed by Firm	$1,073,328,261
No. of Clients	1743
No. of Advisors	16

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1743	$1,073,328,261
Individuals (other than high net worth individuals)	774	$123,126,080
High net worth individuals	930	$847,758,801
Pension and profit sharing plans	10	$30,422,256
Charitable organizations	21	$25,556,711
Corporations or other businesses	8	$46,464,413

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