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Building 2EMVISION CAPITAL ADVISORS, LLC

Map pinAURORA, OH
Phone330-954-3770
NotebookSEC #801-134253
Total AUM
$176.4M
Employees
14
Clients
437

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
251 W. GARFIELD RD.
SUITE 155
AURORA
OH 44202
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
330-954-3770
Other Offices
3

ReceiptFinancials

Total AUM
$176.4M
Accounts
429
Discretionary
$176.4M
Accounts
429
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
381
AUM
$83.5M
HNW Individual Clients
48
AUM
$92.9M
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

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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