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Building 2ENVISION INVESTMENT ADVISORS, LLC

Map pinOMAHA, NE
Phone402-445-6100
NotebookSEC #801-67791
Total AUM
$25.7M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1065 NORTH 115TH STREET
SUITE 150
OMAHA
NE 68154
United States
Operating Hours
8AM - 5P CST
Monday - Friday
Phone
402-445-6100

ReceiptFinancials

Total AUM
$25.7M
Accounts
895
Discretionary
$24.7M
Accounts
889
Non-Discretionary
$964.9K
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARCACOCTFLGAIDILINKSKYLAMDMEMIMNMOMTNCNENYOHOKORPASCSDTNTXVAWI

HandshakeAffiliates

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

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