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Building 2ENVISION FINANCIAL PLANNING, LLC

Map pinMEMPHIS, TN
Phone901-422-7526
NotebookSEC #801-125874
Total AUM
$462.5M
Employees
6
Clients
277

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 POPLAR AVENUE,
SUITE 2428
MEMPHIS
TN 38137
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
901-422-7526

ReceiptFinancials

Total AUM
$462.5M
Accounts
839
Discretionary
$356.4M
Accounts
741
Non-Discretionary
$106M
Accounts
98

ContactClients

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Individual Clients
145
AUM
$61.8M
HNW Individual Clients
123
AUM
$302.5M
Pension/Profit Sharing Plan Clients
8
AUM
$98M
Charitable Organization Clients
1
AUM
$103.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLLAMOMSNCSCTNTX

HandshakeAffiliates

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

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