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GLOBAL VISION FINANCIAL SERVICES LLC

Advisory

FL

Data as of Jun 22, 2026 · Source: SEC Form ADV

Rank in FL
#1,404
of 2,610 advisers by AUM
Average account
$2M
across 37 accounts
AUM per adviser
$81M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM
$81M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$81M
Discretionary AUM$34M
Non-Discretionary AUM$47M
Discretionary %41.9%
Total Clients37
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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WEBER GLOBAL MANAGEMENT, INC
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LAKESHORE WEALTH ADVISORS LLC
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