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ENVISION FINANCIAL LLC
375 Bishops Way Suite 232
Brookfield, Wisconsin 53005
Tel: 262-354-7155
About ENVISION FINANCIAL LLC
ENVISION FINANCIAL LLC, formally registered with the SEC as ENVISION FINANCIAL LLC. The firm was established in 05/24/2021. They have over 1 offices throughout the country.
ENVISION FINANCIAL LLC is a Brookfield, Wisconsin based Financial Planning firm with nearly $251,993,929 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314365 |
| SEC# | 801-121297 |
| Assets Managed by Firm | $251,993,929 |
| No. of Clients | 108 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 108 | $251,993,929 |
| High net worth individuals | 107 | $249,508,226 |
| Charitable organizations | Fewer than 5 clients | $2,485,703 |
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