Vision Capital Partners

Vision Capital Partners (CRD# 175147) is a financial advisory firm headquartered in Northville, MI. They manage $145,451,703 in 544 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $267,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, MI, OH, TX

Financial Advisors at Vision Capital Partners
Showing 1 - 4 of 4 top financial advisors.
1
Richard W. Balhoff
CRD#: 847364
21500 Haggerty Road, Suite 160, Northville, MI 48167
96
Wealthminder
score

Richard Balhoff (CRD# 847364) is an Investment Advisor Representative working at Vision Capital Partners in Northville, MI and has over 33 years of experience in the finance industry.

2
Julie M. Quick
CRD#: 4399536
21500 Haggerty Road, Suite 160, Northville, MI 48167
93
Wealthminder
score

Julie Quick (CRD# 4399536) is an Investment Advisor Representative working at Vision Capital Partners in Northville, MI and has over 11 years of experience in the finance industry.

3
Thomas W. Duncan
CRD#: 4309377
21500 Haggerty Road, Suite 160, Northville, MI 48167
83
Wealthminder
score

Thomas Duncan (CRD# 4309377) is an Investment Advisor Representative working at Vision Capital Partners in Northville, MI and has over 17 years of experience in the finance industry.

4
Vicki J. Balhoff
CRD#: 1246911
7135 Sylvania Ave.,, Suite 2b, Sylvania, OH 43560
76
Wealthminder
score

Vicki Balhoff (CRD# 1246911) is an Investment Advisor Representative working at Vision Capital Partners in Sylvania, OH and has over 33 years of experience in the finance industry.

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