Adviser Profile
| As of Date | 10/19/2021 |
| Registration status | Registration Changed to VISION RETIREMENT, LLC |
| ADV Location | RIDGEWOOD, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 70,112,381 |
| of that, discretionary | 67,562,917 |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 574,692 |
| % High Net Worth | 23.16% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
143M
123M
102M
82M
61M
41M
20M
2019
2020
2021
Private Funds
No private funds