The VISION INVESTMENT ADVISORS, LLC is a privately held investment adviser that advises $137.39mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. VISION INVESTMENT ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 59.36% over the last 5-years.
The Group has been registered with the SEC for 25.87 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 1010 WASHINGTON BLVD SUITE 300, STAMFORD, CONNECTICUT. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 9 employees comprised of 4 investment and 5 non-investment staff. The total number of Employees decreased by 30.77% over the last 5-years.
Their $137.39mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $114.4mn or 83.26% of Total Assets and Individuals own $20.46mn or 14.89% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
VISION INVESTMENT ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.