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Building 2VISION CAPITAL PARTNERS

Map pinANN ARBOR, MI
Phone734-356-3250
NotebookSEC #801-100364
Total AUM
$146.6M
Employees
4
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2211 OLD EARHART RD.
SUITE 155
ANN ARBOR
MI 48105
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
734-356-3250

ReceiptFinancials

Total AUM
$146.6M
Accounts
366
Discretionary
$146.6M
Accounts
366
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$25M
HNW Individual Clients
43
AUM
$114.8M
Pension/Profit Sharing Plan Clients
3
AUM
$5.3M
Charitable Organization Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMIOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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