RIA Intel›Advisers›Arizona›VISION FINANCIAL SERVICES, INC

VISION FINANCIAL SERVICES, INC

Advisory

MESA, AZ

Data as of Jan 23, 2025 · Source: SEC Form ADV

Average account

$93K

across 218 accounts

AUM per adviser

$20M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 23, 2025.

Total AUM

$20M

Discretionary %

100%

Clients

218

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients218

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

218 clients

The full client-type breakdown and the share of AUM each category represents.

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

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ECHELON PRIVATE WEALTH LLC

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SELEZNOV CAPITAL ADVISORS LLC

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NORTHROCK INVESTMENTS, PLLC

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