Vision Capital Management Inc.

Vision Capital Management Inc. (CRD# 107793) is a financial advisory firm headquartered in Portland, OR. They manage $1,019,062,171 in 1,611 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4380 S Macadam Avenue, Suite 350, Portland, OR 97239
https://twitter.com/visioncmi
By the Numbers
  • Total Assets Under Management
    1,019
    MILLION
  • Total Number of Accounts
    1,611
    ACCOUNTS
  • Average Account Value
    $632,565
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, OR, TX, WA

Financial Advisors at Vision Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Marina Johnson, financial advisor Portland OR
Marina L. Johnson
CRD#: 2572268
4380 S Macadam Avenue, Suite 350, Portland, OR 97239

Marina Johnson (CRD# 2572268) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 28 years of experience in the finance industry.

2
John Labarca, financial advisor Portland OR
John A. Labarca
CRD#: 6886585
4380 S Macadam Avenue, Suite 350, Portland, OR 97239

John Labarca (CRD# 6886585) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has 1 year of experience in the finance industry.

3
Suzanne McGrath, financial advisor Portland OR
Suzanne P. McGrath
CRD#: 1193291
4380 S Macadam Avenue, Suite 350, Portland, OR 97239

Suzanne McGrath (CRD# 1193291) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 37 years of experience in the finance industry.

4
Sarah Quist, financial advisor Portland OR
Sarah W. Quist
CRD#: 1162696
4380 S Macadam Avenue, Suite 350, Portland, OR 97239

Sarah Quist (CRD# 1162696) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 31 years of experience in the finance industry.

5
Jeffrey Schmidt, financial advisor Portland OR
Jeffrey L. Schmidt
CRD#: 4849547
4380 S Macadam Avenue, Suite 350, Portland, OR 97239

Jeffrey Schmidt (CRD# 4849547) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 19 years of experience in the finance industry.

6
Christopher Sizemore, financial advisor Portland OR
Christopher J. Sizemore
CRD#: 2751941
4380 S Macadam Avenue, Suite 350, Portland, OR 97239

Christopher Sizemore (CRD# 2751941) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 27 years of experience in the finance industry.

7
Katelyn Cummings, financial advisor Portland OR
Katelyn A. Cummings
CRD#: 7172190
4380 S Macadam Avenue, Suite 350, Portland, OR 97239

Katelyn Cummings (CRD# 7172190) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has 1 year 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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