Visionary Private Wealth Management Group

Visionary Private Wealth Management Group (CRD# 171164) is a financial advisory firm headquartered in Avon, CT. They manage $25,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
302 West Main Street, Ste. 206, Avon, CT 06001
https://visionarywealthmgmt.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $625,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT

Financial Advisors at Visionary Private Wealth Management Group
Showing 1 - 1 of 1 top financial advisors.
1
Edward Romanowsky, financial advisor Avon CT
Edward E. Romanowsky
CRD#: 3115110
302 West Main Street, Ste. 206, Avon, CT 06001
93
Wealthminder
score

Edward Romanowsky (CRD# 3115110) is an Investment Advisor Representative working at Visionary Private Wealth Management Group in Avon, CT and has over 18 years of experience in the finance industry.

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