Visionary Asset Management

Visionary Asset Management (CRD# 147304) is a financial advisory firm headquartered in Houston, TX. They manage $615,607,987 in 4,740 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    616
    MILLION
  • Total Number of Accounts
    4,740
    ACCOUNTS
  • Average Account Value
    $129,875
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Visionary Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer E. Zittel
CRD#: 4137215
2500 Wilcrest Drive, Suite 640, Houston, TX 77042
89
Wealthminder
score

Jennifer Zittel (CRD# 4137215) is an Investment Advisor Representative working at Visionary Asset Management in Houston, TX and has over 2 years of experience in the finance industry.

2
Bruce R. Perwien
CRD#: 4913641
2500 Wilcrest Drive, Suite 640, Houston, TX 77042
73
Wealthminder
score

Bruce Perwien (CRD# 4913641) is an Investment Advisor Representative working at Visionary Asset Management in Houston, TX and has over 12 years of experience in the finance industry.

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