Be advised. This firm is no longer registered.

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).

Current Firm Details
2500 Wilcrest Drive, Suite 640, Houston, TX 77042
http://visionaryassetmanagement.com/
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
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
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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