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Building 2VISIONARY ASSET MANAGEMENT

Map pinHOUSTON, TX
Phone866-940-4932
NotebookSEC #801-69217
Total AUM
$605.1M
Employees
8
Clients
4,348

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 WILCREST DRIVE
SUITE 640
HOUSTON
TX 77042
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
866-940-4932

ReceiptFinancials

Total AUM
$605.1M
Accounts
4,348
Discretionary
$605.1M
Accounts
4,348
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4,084
AUM
$502.9M
HNW Individual Clients
237
AUM
$95.1M
Corporation or Business Clients
27
AUM
$7.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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