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Building 2SKY VISION WEALTH MANAGEMENT CORP.

Map pinIRVINE, CA
Phone626-437-1436
NotebookSEC #801-123010
Total AUM
$52.8M
Employees
2
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
780 ROOSEVELT UNIT 211
IRVINE
CA 92620
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
626-437-1436

ReceiptFinancials

Total AUM
$52.8M
Accounts
78
Discretionary
$52.8M
Accounts
78
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$5.1M
HNW Individual Clients
16
AUM
$39.9M
Corporation or Business Clients
2
AUM
$7.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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