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VISION INVESTMENT ADVISORS, LLC
STAMFORD, CT
203-388-2700
SEC #801-57975Total AUM
$137.4M
Employees
9Clients
129Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1010 WASHINGTON BLVD
SUITE 300
STAMFORD
CT 06901
United States
SUITE 300
STAMFORD
CT 06901
United States
Operating Hours
8:30A.M. TO 5:00P.M.
Monday - Friday
Monday - Friday
Phone
203-388-2700
Other Offices
4
Financials
Total AUM
$137.4M
Accounts
129Discretionary
$126.4M
Accounts
116Non-Discretionary
$11M
Accounts
13
Clients
Individual Clients
73AUM
$20.5M
HNW Individual Clients
54AUM
$114.4M
Pension/Profit Sharing Plan Clients
2AUM
$2.5M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACTDEFLIDILLAMAMINCNENHNJNMNVNYOHORPARISCTNTXVTWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.