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Building 2VISION CAPITAL & MANAGEMENT

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Phone704-894-9639
NotebookSEC #801-66188
Total AUM
$144.8M
Employees
5
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
704-894-9639

ReceiptFinancials

Total AUM
$144.8M
Accounts
160
Discretionary
$144.8M
Accounts
160
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$14M
HNW Individual Clients
21
AUM
$122.7M
Pension/Profit Sharing Plan Clients
1
AUM
$4M
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARMNMONCNEOHPA

HandshakeAffiliates

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

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