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VISION RETIREMENT
RIDGEWOOD, NJ
201-447-2212
SEC #801-126524Total AUM
$633.7M
Employees
13Clients
1,119Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
171 EAST RIDGEWOOD AVENUE
SUITE 205
RIDGEWOOD
NJ 07450
United States
SUITE 205
RIDGEWOOD
NJ 07450
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
201-447-2212
Other Offices
2
Financials
Total AUM
$633.7M
Accounts
1,965Discretionary
$601.9M
Accounts
1,806Non-Discretionary
$31.9M
Accounts
159
Clients
Individual Clients
655AUM
$120.4M
HNW Individual Clients
451AUM
$504.5M
Pension/Profit Sharing Plan Clients
2AUM
$1.1M
Charitable Organization Clients
3AUM
$799.2K
Corporation or Business Clients
8AUM
$7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
HOURLY CONSULTING AND SUBSCRIPTION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION SERVICES
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLLAMANCNHNJNYPASCTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.