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Building 2SKY VISION WEALTH, LLC

Map pinCOLUMBUS, OH
Phone614-412-8737
NotebookSEC #801-122787
Total AUM
$18.3M
Employees
1
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
445 HUTCHINSON AVE.
SUITE 125
COLUMBUS
OH 43235
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
614-412-8737

ReceiptFinancials

Total AUM
$18.3M
Accounts
99
Discretionary
$18.3M
Accounts
99
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
24
AUM
$6.4M
HNW Individual Clients
9
AUM
$11.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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