RIA Intel›Advisers›Texas›VISIONARY ASSET MANAGEMENT, INC.

VISIONARY ASSET MANAGEMENT, INC.

Advisory

N·HOUSTON, TX

Data as of Jul 19, 2018 · Source: SEC Form ADV

Total AUM
$605M
1-Year AUM Growth
-1.7%
3-Year CAGR
-2.6%
Employees
6
Assets Under Management
Total AUM$605M
Discretionary AUM$605M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)—
Filing History
Total Filings on Record52
First FilingMay 15, 2008
Latest FilingJul 19, 2018
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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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