RIA Intel›Advisers›Nebraska›ENVISION INVESTMENT ADVISORS, LLC

ENVISION INVESTMENT ADVISORS, LLC

Advisory

OMAHA, NE

Data as of Jun 1, 2009 · Source: SEC Form ADV

Total AUM
$26M
1-Year AUM Growth
-45.6%
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$26M
Discretionary AUM$25M
Non-Discretionary AUM$965K
Discretionary %96.2%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingApr 2, 2007
Latest FilingJun 1, 2009
🔒 Full AUM trend chart and 21 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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