Overview
Assets Under Management: $252 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 107
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 108
Discretionary Accounts: 108
Regulatory Filings
CRD Number: 314365
Last Filing Date: 2025-02-13 00:00:00
Website: https://envisionfinancial-llc.com