Vision Capital & Management
Vision Capital & Management (CRD# 118363) is a financial advisory firm headquartered in Davidson, NC. They manage $158,838,052 in 170 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management159MILLION
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Total Number of Accounts170ACCOUNTS
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Average Account Value$934,341
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, MO, NC, PA
Financial Advisors at Vision Capital & Management
1
Donna Pleasant (CRD# 4927208) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 18 years of experience in the finance industry.
2
Eric Vogen (CRD# 1406908) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 36 years of experience in the finance industry.
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