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).
Total Assets Under Management616MILLION
Total Number of Accounts4,740ACCOUNTS
Average Account Value$129,875
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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.
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.