Vision Capital Partners

Vision Capital Partners (CRD# 175147) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $106,331,295 in 431 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2211 Old Earhart Rd., Suite 155, Ann Arbor, MI 48105
https://twitter.com/vcp_tweets
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    431
    ACCOUNTS
  • Average Account Value
    $246,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, MI, OH

Financial Advisors at Vision Capital Partners
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Duncan, financial advisor Ann Arbor MI
Thomas W. Duncan
CRD#: 4309377
2211 Old Earhart Rd., Suite 155, Ann Arbor, MI 48105

Thomas Duncan (CRD# 4309377) is an Investment Advisor Representative working at Vision Capital Partners in Ann Arbor, MI and has over 23 years of experience in the finance industry.

2
Julie Hall, financial advisor Ann Arbor MI
Julie E. Hall
CRD#: 4663254
2211 Old Earhart Rd., Suite 155, Ann Arbor, MI 48105

Julie Hall (CRD# 4663254) is an Investment Advisor Representative working at Vision Capital Partners in Ann Arbor, MI and has over 20 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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