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Building 2VISION FINANCIAL MANAGEMENT, LLC

Map pinCUYAHOGA FALLS, OH
Phone330-929-9900
NotebookSEC #801-133721
Total AUM
$165.7M
Employees
5
Clients
449

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
122 BROAD BLVD.
CUYAHOGA FALLS
OH 44221
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
330-929-9900

ReceiptFinancials

Total AUM
$165.7M
Accounts
747
Discretionary
$165.7M
Accounts
747
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
401
AUM
$110.9M
HNW Individual Clients
48
AUM
$54.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINOHTX

HandshakeAffiliates

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

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