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).

Current Firm Details
120 Long Ridge Road, 3 North, Stamford, CT 06902
http://www.advicewithvision.com
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $966,909
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Vision Investment Advisors, LLC
No Advisor Found.

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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