Vision Investment Advisors, LLC
Vision Investment Advisors, LLC (CRD# 109621) is a financial advisory firm headquartered in Stamford, CT. They manage $106,360,014 in 110 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management106MILLION
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Total Number of Accounts110ACCOUNTS
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Average Account Value$966,909
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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)
AZ, CA, CT, DE, FL, ID, IL, LA, MA, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VT, WI
Justin Boshnack (CRD# 3062830) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 8 years of experience in the finance industry.
Steven Freed (CRD# 4539715) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Delray Beach, FL and has over 20 years of experience in the finance industry.
John Karafa (CRD# 2927594) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 22 years of experience in the finance industry.
Ana Martinez (CRD# 5288054) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 12 years of experience in the finance industry.
Emanuel Romero-Vicini (CRD# 2887156) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 26 years of experience in the finance industry.
Howard Rothman (CRD# 1098190) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 37 years of experience in the finance industry.
Luke Berte (CRD# 6483149) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 5 years of experience in the finance industry.