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Building 2SHARED VISION WEALTH GROUP

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Phone7603491750
NotebookSEC #801-128147
Total AUM
$335.9M
Employees
3
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
Monday - Friday
Phone
7603491750
Other Offices
2

ReceiptFinancials

Total AUM
$335.9M
Accounts
622
Discretionary
$326.3M
Accounts
606
Non-Discretionary
$9.6M
Accounts
16

ContactClients

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Individual Clients
113
AUM
$51.8M
HNW Individual Clients
76
AUM
$281.3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
3
AUM
$2.7M
Description of Other Clients
INVESTMENT ADVISERS

Briefcase businessServices

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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
AZCAHINCTXVAWA

HandshakeAffiliates

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

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