Vision2020 Wealth Management Corp.
Vision2020 Wealth Management Corp. (CRD# 154149) is a financial advisory firm headquartered in New York, NY. They manage $1,471,956,910 in 8,701 accounts and serve the financial needs of clients across 52 states (or territories).
Total Assets Under Management1,472MILLION
Total Number of Accounts8,701ACCOUNTS
Average Account Value$169,171
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV