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Building 2ENVISION FINANCIAL LLC

Map pinBROOKFIELD, WI
Phone262-354-7155
NotebookSEC #801-121297
Total AUM
$352.9M
Employees
5
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
375 BISHOPS WAY SUITE 232
BROOKFIELD
WI 53005
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
262-354-7155

ReceiptFinancials

Total AUM
$352.9M
Accounts
126
Discretionary
$352.9M
Accounts
126
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
125
AUM
$349.8M
Charitable Organization Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILWI

HandshakeAffiliates

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

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