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Building 2VISION RETIREMENT

Map pinRIDGEWOOD, NJ
Phone201-447-2212
NotebookSEC #801-114807
Total AUM
$70.1M
Employees
6
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
216 EAST RIDGEWOOD AVENUE
2ND FLOOR
RIDGEWOOD
NJ 07450
United States
Operating Hours
9-5
Monday - Friday
Phone
201-447-2212
Other Offices
2

ReceiptFinancials

Total AUM
$70.1M
Accounts
160
Discretionary
$67.6M
Accounts
122
Non-Discretionary
$2.5M
Accounts
38

ContactClients

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Individual Clients
146
AUM
$32.4M
HNW Individual Clients
44
AUM
$37.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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