Vision Financial Management, LLC
Vision Financial Management, LLC (CRD# 170003) is a financial advisory firm headquartered in Cuyahoga Falls, OH. They manage $84,950,999 in 418 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management85MILLION
-
Total Number of Accounts418ACCOUNTS
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Average Account Value$203,232
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Vision Financial Management, LLC
1
Jeanine Capocci (CRD# 6834918) is an Investment Advisor Representative working at Vision Financial Management, LLC in Cuyahoga Falls, OH and has over 6 years of experience in the finance industry.
2
Robert Winston (CRD# 3085941) is an Investment Advisor Representative working at Vision Financial Management, LLC in Cuyahoga Falls, OH and has over 25 years of experience in the finance industry.
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