Vision Asset Management Investments, LLC

Vision Asset Management Investments, LLC (CRD# 117395) is a financial advisory firm headquartered in , . They manage $4,500,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,500,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Vision Asset Management Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Veronica Murphy, financial advisor Sarasota FL
Veronica A. Murphy
CRD#: 1011151
Sarasota, FL

Veronica Murphy (CRD# 1011151) is an Investment Advisor Representative working at Vision Asset Management Investments, LLC in Sarasota, FL and has over 42 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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