Financial Vision LLC
Financial Vision LLC is an SEC-registered ria with $50.1M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Financial Vision LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123659, data through 2012-03-08.
- AUM (assets under management / regulatory AUM)
- $50.1M (2012-03-08)
- Firm type
- Ria
- Employees
- 36
- CRD
- 123659
- Ownership
- YAGER FAMILY TRUST; NOARD, KENT, ELLISON; YAGER, MARCEE, PITTMAN; YAGER, WARREN, DAVID; YAGER, MARCEE
How much AUM does Financial Vision LLC have?
Financial Vision LLC reported $50.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-03-08).
Who owns Financial Vision LLC?
Disclosed owners and executives of Financial Vision LLC include YAGER FAMILY TRUST, NOARD, KENT, ELLISON, YAGER, MARCEE, PITTMAN, YAGER, WARREN, DAVID, YAGER, MARCEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.